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 | $2,140 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,811 | $89,652+31.4% | $141,162-16.5% | $65,185+80.7% |
| Participation rate | 87.6% | 74.7%+12.9pp | 82.5%+5.1pp | 70.2%+17.4pp |
| Annual return | 22.38% | 32.79%-10.4pp | 71.39%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $3,311 | $3,065+8.0% | $4,735-30.1% | $2,177+52.1% |
| Participant deferral / active EE | $8,346 | $5,691+46.7% | $6,709+24.4% | $3,514+137.5% |
| Admin fee / account holder | $361 | $569-36.5% | $10,261-96.5% | $847-57.4% |