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 | $1,746 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,385 | $99,957+31.4% | $149,696-12.2% | $73,488+78.8% |
| Participation rate | 94.9% | 75.7%+19.2pp | 82.5%+12.5pp | 70.7%+24.3pp |
| Annual return | 17.44% | 53.87%-36.4pp | 276.60%-259.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $3,167 | $3,191-0.7% | $4,644-31.8% | $2,270+39.5% |
| Participant deferral / active EE | $8,884 | $6,073+46.3% | $6,842+29.8% | $3,740+137.6% |
| Admin fee / account holder | $372 | $551-32.4% | $9,309-96.0% | $513-27.4% |