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 | $1,412,723 |
CENTAURUS FINANCIAL INC9+ years Filed as: CENTAURUS FINANCIAL Service code 33 · EIN 33-0530236 | Securities brokerage | $225,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,240 | $88,480+28.0% | $96,683+17.1% | $80,160+41.3% |
| Participation rate | 66.6% | 79.9%-13.2pp | 74.3%-7.7pp | 72.9%-6.3pp |
| Annual return | 22.63% | 22.53%+0.1pp | 35.69%-13.1pp | 40.38%-17.8pp |
| Employer contribution / active EE | $3,112 | $4,176-25.5% | $3,737-16.7% | $2,978+4.5% |
| Participant deferral / active EE | $6,855 | $3,959+73.2% | $4,878+40.5% | $5,017+36.6% |
| Admin fee / account holder | $355 | $212+67.9% | $6,730-94.7% | $145+145.3% |