Filed May 21, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,771 | $43,723-63.9% | $121,196-87.0% | $64,186-75.4% |
| Participation rate | 65.5% | 58.3%+7.2pp | 71.7%-6.2pp | 69.6%-4.1pp |
| Annual return | 7.81% | 68.91%-61.1pp | 16.93%-9.1pp | 7.63%+0.2pp |
| Employer contribution / active EE | $322 | $1,296-75.1% | $4,022-92.0% | $2,381-86.5% |
| Participant deferral / active EE | $1,440 | $2,280-36.8% | $3,344-56.9% | $3,470-58.5% |
| Admin fee / account holder | $15 | $3,501-99.6% | $5,019-99.7% | $4,888-99.7% |