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 | $126,860 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,127 | $82,202-24.4% | $125,339-50.4% | $64,808-4.1% |
| Participation rate | 96.8% | 77.9%+19.0pp | 82.4%+14.5pp | 71.5%+25.4pp |
| Annual return | -16.87% | 3.48%-20.3pp | 572.05%-588.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $1,687 | $3,615-53.3% | $4,814-65.0% | $2,506-32.7% |
| Participant deferral / active EE | $9,274 | $7,175+29.3% | $7,446+24.5% | $4,310+115.2% |
| Admin fee / account holder | $259 | $163+58.9% | $10,010-97.4% | $188+38.1% |