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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $4,071 |
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 | $116,957 | $66,302+76.4% | $110,238+6.1% | $56,287+107.8% |
| Participation rate | 99.3% | 74.9%+24.3pp | 79.8%+19.4pp | 69.9%+29.4pp |
| Annual return | 1.82% | -1.18%+3.0pp | 314.74%-312.9pp | -9.96%+11.8pp |
| Employer contribution / active EE | $1,862 | $2,047-9.1% | $3,826-51.3% | $2,111-11.8% |
| Participant deferral / active EE | $6,087 | $3,381+80.0% | $4,672+30.3% | $3,350+81.7% |
| Admin fee / account holder | $49 | $698-93.1% | $8,547-99.4% | $521-90.7% |