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 RET PLAN SERVICES Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 | Recordkeeping | $62,868 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT A Service code 51 3540 TORRINGDON WAY, SUITE 200 · CHARLOTTE, NC 28277 | Investment Mgmt Fees | $2,169 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,146 | $69,477+67.2% | $94,646+22.7% | $71,457+62.5% |
| Participation rate | 86.7% | 78.4%+8.2pp | 80.8%+5.8pp | 67.9%+18.7pp |
| Annual return | 21.73% | 29.66%-7.9pp | 156.71%-135.0pp | 28.85%-7.1pp |
| Employer contribution / active EE | $10,296 | $2,853+260.9% | $3,672+180.4% | $2,588+297.9% |
| Participant deferral / active EE | $12,445 | $7,345+69.4% | $7,418+67.8% | $4,289+190.2% |
| Admin fee / account holder | $328 | $1,210-72.9% | $7,231-95.5% | $1,587-79.3% |