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 | $1,856 |
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 | $97,829 | $73,102+33.8% | $123,544-20.8% | $56,287+73.8% |
| Participation rate | 88.6% | 74.3%+14.3pp | 82.3%+6.3pp | 69.9%+18.7pp |
| Annual return | -6.72% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $2,991 | $2,977+0.5% | $4,628-35.4% | $2,111+41.7% |
| Participant deferral / active EE | $7,966 | $5,423+46.9% | $6,426+24.0% | $3,350+137.8% |
| Admin fee / account holder | $229 | $554-58.6% | $9,284-97.5% | $521-56.0% |