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 15 · EIN 01-0233346 | Recordkeeping | $98,720 |
Service code 14 · EIN 20-4780677 | Plan Administrator | $13,535 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,432 | $58,879-9.3% | $178,490-70.1% | $73,488-27.3% |
| Participation rate | 97.0% | 66.2%+30.8pp | 81.9%+15.1pp | 70.7%+26.4pp |
| Annual return | 14.04% | 24.86%-10.8pp | 151.07%-137.0pp | 28.51%-14.5pp |
| Employer contribution / active EE | $3,662 | $2,236+63.8% | $5,011-26.9% | $2,270+61.3% |
| Participant deferral / active EE | $2,940 | $2,567+14.5% | $5,202-43.5% | $3,740-21.4% |
| Admin fee / account holder | $359 | $400-10.2% | $13,984-97.4% | $513-30.0% |