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 14 200 BERKELEY STREET · BOSTON, MA 02116 | Plan Administrator | $401,290 |
CENTRAL DATA SERVICES7+ years Service code 13 · EIN 25-1352803 | Contract Administrator | $190,454 |
ANDCO CONSULTING4 years Service code 50 · EIN 59-3676225 | Direct Payment | $40,000 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200 W · BETHESDA, MD 20814 | Accounting | $39,064 |
MEYER, UNKOVIC & SCOTT5 years Filed as: MEYER, UNKOVIC, & SCOTT, LLP Service code 29 535 SMITHFIELD ST, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $11,918 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,984 | $88,770+71.2% | $109,143+39.3% | $93,030+63.4% |
| Participation rate | 90.6% | 81.5%+9.1pp | 75.9%+14.7pp | 73.9%+16.7pp |
| Annual return | 11.26% | 60.64%-49.4pp | 25.75%-14.5pp | 158.70%-147.4pp |
| Employer contribution / active EE | $7,659 | $3,780+102.6% | $3,722+105.8% | $2,706+183.1% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $279 | $172+61.7% | $6,752-95.9% | $152+83.7% |