See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $3,548 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $54,420 | $58,655-7.2% | $91,989-40.8% | $65,185-16.5% |
| Participation rate | 99.0% | 75.3%+23.7pp | 78.6%+20.4pp | 70.2%+28.8pp |
| Annual return | 26.81% | 33.92%-7.1pp | 69.02%-42.2pp | 29.38%-2.6pp |
| Employer contribution / active EE | $6,944 | $2,080+233.8% | $3,452+101.2% | $2,177+219.0% |
| Participant deferral / active EE | $6,965 | $5,474+27.2% | $5,923+17.6% | $3,514+98.2% |
| Admin fee / account holder | $14 | $434-96.7% | $7,743-99.8% | $847-98.3% |