Filed February 9, 2026
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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $6,612 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,860 | $55,415+125.3% | $155,509-19.7% | $74,495+67.6% |
| Participation rate | 92.2% | 61.9%+30.3pp | 78.2%+14.0pp | 67.2%+25.0pp |
| Annual return | 23.97% | 268.50%-244.5pp | 64.67%-40.7pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $5,806 | $2,267+156.1% | $4,672+24.3% | $2,623+121.3% |
| Participant deferral / active EE | $4,822 | $2,836+70.0% | $5,626-14.3% | $4,346+11.0% |
| Admin fee / account holder | $22 | $1,738-98.8% | $15,912-99.9% | $1,942-98.9% |