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 | $375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,895 | $58,694-42.3% | $142,863-76.3% | $85,850-60.5% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 20.80% | 27.72%-6.9pp | 5637.54%-5616.7pp | 318.53%-297.7pp |
| Employer contribution / active EE | $345 | $1,423-75.8% | $4,144-91.7% | $2,565-86.6% |
| Participant deferral / active EE | $2,676 | $2,607+2.6% | $3,837-30.3% | $3,952-32.3% |
| Admin fee / account holder | $84 | $4,239-98.0% | $6,560-98.7% | $6,260-98.7% |