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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.
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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 | $40,488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,377 | $72,254-2.6% | $86,677-18.8% | $64,808+8.6% |
| Participation rate | 25.2% | 80.4%-55.2pp | 76.6%-51.4pp | 71.5%-46.3pp |
| Annual return | -15.06% | 392.42%-407.5pp | 35.91%-51.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,439 | $4,658-69.1% | $4,656-69.1% | $4,310-66.6% |
| Admin fee / account holder | $200 | $174+15.0% | $7,493-97.3% | $188+6.5% |