See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $13,125 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,714 | $65,223-14.6% | $80,019-30.4% | $55,7250% |
| Participation rate | 99.2% | 80.6%+18.7pp | 75.8%+23.4pp | 70.9%+28.4pp |
| Annual return | -4.60% | 7.59%-12.2pp | 11.22%-15.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $1,285 | $2,544-49.5% | $2,468-47.9% | $2,078-38.2% |
| Participant deferral / active EE | $3,915 | $3,881+0.9% | $3,686+6.2% | $3,356+16.7% |
| Admin fee / account holder | $16 | $114-86.0% | $6,521-99.8% | $115-86.1% |