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 | $1,982 |
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 | $110,108 | $80,753+36.4% | $136,294-19.2% | $62,292+76.8% |
| Participation rate | 91.9% | 73.5%+18.3pp | 81.9%+10.0pp | 69.5%+22.4pp |
| Annual return | 16.63% | 35.83%-19.2pp | 5155.94%-5139.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $3,209 | $2,884+11.3% | $4,695-31.7% | $2,042+57.1% |
| Participant deferral / active EE | $8,263 | $5,164+60.0% | $6,247+32.3% | $3,169+160.7% |
| Admin fee / account holder | $138 | $525-73.7% | $9,243-98.5% | $479-71.2% |