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 | $5,860 |
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 | $90,140 | $52,953+70.2% | $172,739-47.8% | $65,185+38.3% |
| Participation rate | 90.3% | 66.2%+24.1pp | 82.6%+7.7pp | 70.2%+20.1pp |
| Annual return | 21.45% | 30.12%-8.7pp | 802.84%-781.4pp | 29.38%-7.9pp |
| Employer contribution / active EE | $6,857 | $2,190+213.2% | $5,143+33.3% | $2,177+215.0% |
| Participant deferral / active EE | $4,787 | $2,471+93.7% | $5,198-7.9% | $3,514+36.2% |
| Admin fee / account holder | $25 | $472-94.8% | $13,954-99.8% | $847-97.1% |