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 | $1,712 |
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 | $93,575 | $75,183+24.5% | $123,892-24.5% | $55,167+69.6% |
| Participation rate | 92.6% | 72.8%+19.8pp | 81.4%+11.2pp | 69.0%+23.6pp |
| Annual return | 8.07% | 19.01%-10.9pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,838 | $2,823+0.5% | $4,617-38.5% | $1,963+44.6% |
| Participant deferral / active EE | $7,393 | $5,084+45.4% | $5,984+23.6% | $3,054+142.1% |
| Admin fee / account holder | $108 | $663-83.7% | $8,357-98.7% | $504-78.5% |