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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $19,087 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,063 | $63,156+4.6% | $122,332-46.0% | $62,292+6.1% |
| Participation rate | 100.0% | 60.0%+40.0pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.11% | 20.61%-4.5pp | 30.27%-14.2pp | 28.90%-12.8pp |
| Employer contribution / active EE | $2,173 | $1,385+56.9% | $4,050-46.3% | $2,042+6.4% |
| Participant deferral / active EE | $3,069 | $2,321+32.2% | $3,287-6.6% | $3,169-3.2% |
| Admin fee / account holder | $149 | $440-66.1% | $5,478-97.3% | $479-68.9% |