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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $115,748 |
MOSS ADAMS LLP6 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $12,524 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,921 | $92,055-24.0% | $106,213-34.2% | $77,643-9.9% |
| Participation rate | 97.9% | 81.0%+16.9pp | 75.3%+22.6pp | 70.6%+27.3pp |
| Annual return | 14.15% | 17.91%-3.8pp | 116.14%-102.0pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,518 | $3,367-54.9% | $3,171-52.1% | $2,726-44.3% |
| Participant deferral / active EE | $5,141 | $5,386-4.5% | $5,016+2.5% | $4,647+10.6% |
| Admin fee / account holder | $128 | $219-41.7% | $11,033-98.8% | $430-70.3% |