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 | $104 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,942 | $46,674-50.8% | $117,472-80.5% | $68,494-66.5% |
| Participation rate | 89.3% | 56.8%+32.6pp | 70.6%+18.7pp | 67.9%+21.4pp |
| Annual return | -4.62% | -14.52%+9.9pp | 29.74%-34.4pp | -7.84%+3.2pp |
| Employer contribution / active EE | $323 | $1,505-78.5% | $4,176-92.3% | $2,596-87.6% |
| Participant deferral / active EE | $2,687 | $2,636+1.9% | $4,070-34.0% | $4,027-33.3% |
| Admin fee / account holder | $147 | $4,020-96.3% | $5,645-97.4% | $5,403-97.3% |