See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $23,884 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 13 · EIN 13-5381590 | Contract Administrator | $8,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $57,909 | $88,122-34.3% | $141,162-59.0% | $67,579-14.3% |
| Participation rate | 96.2% | 76.5%+19.7pp | 82.5%+13.7pp | 71.3%+24.9pp |
| Annual return | 21.68% | 75.40%-53.7pp | 71.39%-49.7pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,596 | $3,224-50.5% | $4,735-66.3% | $2,148-25.7% |
| Participant deferral / active EE | $8,424 | $5,958+41.4% | $6,709+25.6% | $3,539+138.0% |
| Admin fee / account holder | $145 | $131+10.5% | $10,261-98.6% | $142+1.7% |