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 | $324 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,015 | $49,173-39.0% | $121,098-75.2% | $75,163-60.1% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 19.10% | 55.99%-36.9pp | 985.75%-966.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $2,710 | $1,546+75.3% | $4,164-34.9% | $2,670+1.5% |
| Participant deferral / active EE | $5,043 | $2,628+91.9% | $4,080+23.6% | $4,125+22.2% |
| Admin fee / account holder | $261 | $3,942-93.4% | $5,644-95.4% | $5,651-95.4% |