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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $20,690 |
Filed as: UNITED PLANNERS FNCL SVCS OF AMERIC Service code 15 · EIN 86-0588303 | Recordkeeping | $10,455 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,855 | $73,360-53.9% | $177,989-81.0% | $74,495-54.6% |
| Participation rate | 87.2% | 66.6%+20.6pp | 77.1%+10.1pp | 67.2%+20.0pp |
| Annual return | 12.71% | 17.49%-4.8pp | 294.48%-281.8pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $697 | $2,216-68.6% | $3,949-82.4% | $2,623-73.4% |
| Participant deferral / active EE | $4,889 | $4,513+8.3% | $6,276-22.1% | $4,346+12.5% |
| Admin fee / account holder | $229 | $1,808-87.3% | $10,363-97.8% | $1,942-88.2% |