Filed September 1, 2009 (most recent of 3 filings on file)
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 INSURANCE COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $10,817 |
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 | $52,906 | $37,134+42.5% | $100,671-47.4% | $52,331+1.1% |
| Participation rate | 97.2% | 57.7%+39.6pp | 70.7%+26.5pp | 68.1%+29.1pp |
| Annual return | -1.19% | 0.10%-1.3pp | 20.43%-21.6pp | 4.54%-5.7pp |
| Employer contribution / active EE | $2,689 | $1,187+126.5% | $4,012-33.0% | $1,882+42.9% |
| Participant deferral / active EE | $3,303 | $2,163+52.7% | $3,144+5.1% | $3,022+9.3% |
| Admin fee / account holder | $97 | $467-79.1% | $4,850-98.0% | $592-83.5% |