Filed August 14, 2009
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 | $1,502 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,460 | $70,002+63.5% | $115,037-0.5% | $52,331+118.7% |
| Participation rate | 67.0% | 72.1%-5.1pp | 81.4%-14.4pp | 68.1%-1.1pp |
| Annual return | -0.60% | 4.04%-4.6pp | 26.14%-26.7pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,963 | $2,715+9.1% | $4,608-35.7% | $1,882+57.4% |
| Participant deferral / active EE | $6,303 | $4,920+28.1% | $6,026+4.6% | $3,022+108.6% |
| Admin fee / account holder | $153 | $566-72.9% | $8,175-98.1% | $592-74.1% |