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 | $15,678 |
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 | $55,613 | $38,969+42.7% | $109,313-49.1% | $55,167+0.8% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.3%+28.7pp | 69.0%+31.0pp |
| Annual return | 13.59% | 8.26%+5.3pp | 22.07%-8.5pp | 169.23%-155.6pp |
| Employer contribution / active EE | $2,010 | $1,227+63.8% | $3,892-48.4% | $1,963+2.4% |
| Participant deferral / active EE | $2,994 | $2,176+37.6% | $3,166-5.5% | $3,054-2.0% |
| Admin fee / account holder | $101 | $501-79.8% | $5,666-98.2% | $504-80.0% |