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 9-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 | $29,346 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICE INC. Service code 70 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Consulting Fees | $25,945 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $140,654 | $104,475+34.6% | $159,436-11.8% | $79,386+77.2% |
| Participation rate | 93.1% | 76.6%+16.5pp | 82.8%+10.3pp | 70.7%+22.4pp |
| Annual return | 11.78% | 67.95%-56.2pp | 263.57%-251.8pp | 116.85%-105.1pp |
| Employer contribution / active EE | $5,875 | $3,417+71.9% | $4,829+21.6% | $2,427+142.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,352-100.0% | $4,046-100.0% |
| Admin fee / account holder | $259 | $711-63.5% | $10,799-97.6% | $626-58.6% |