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 | Recordkeeping | $175 |
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 | $18,596 | $48,570-61.7% | $130,648-85.8% | $72,985-74.5% |
| Participation rate | 71.3% | 58.6%+12.7pp | 71.7%-0.5pp | 69.5%+1.8pp |
| Annual return | 20.24% | 38.63%-18.4pp | 1708.96%-1688.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $396 | $1,334-70.3% | $4,092-90.3% | $2,440-83.8% |
| Participant deferral / active EE | $1,703 | $2,384-28.6% | $3,603-52.7% | $3,607-52.8% |
| Admin fee / account holder | $11 | $3,549-99.7% | $5,464-99.8% | $5,124-99.8% |