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 49 · EIN 01-0233346 | Other Services | $39,370 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,218 |
CARON & BLETZER, PLLC2 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,017 | $122,584-57.6% | $101,794-48.9% | - |
| Participation rate | 93.9% | 55.7%+38.2pp | 69.2%+24.8pp | - |
| Annual return | 15.62% | 12.44%+3.2pp | 30.53%-14.9pp | - |
| Employer contribution / active EE | $463 | $779-40.5% | $2,289-79.8% | - |
| Participant deferral / active EE | $5,356 | $2,994+78.9% | $4,084+31.1% | - |
| Admin fee / account holder | $293 | $4,622-93.7% | $8,777-96.7% | - |