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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.
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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 64 · EIN 01-0233346 | Recordkeeping Fees | $42,164 |
ROCKLAND TRUST3 years Filed as: ROCKLAND TRUST COMPANY Service code 26 100 SLADES FERRY AVENUE · SOMERSET, MA 02726 | Advisory (Participants) | $40,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,224 | $100,923+242.1% | $150,045+130.1% | $74,304+364.6% |
| Participation rate | 93.4% | 70.1%+23.3pp | 82.3%+11.1pp | 60.3%+33.1pp |
| Annual return | 14.46% | 51.77%-37.3pp | 62.55%-48.1pp | 29.43%-15.0pp |
| Employer contribution / active EE | $10,467 | $3,463+202.2% | $4,693+123.0% | $2,241+367.0% |
| Participant deferral / active EE | $13,843 | $6,709+106.3% | $7,997+73.1% | $3,767+267.5% |
| Admin fee / account holder | $414 | $2,767-85.0% | $13,435-96.9% | $2,969-86.1% |