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 SERVIC Service code 64 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping Fees | $427 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,192 | $73,102+8.3% | $123,544-35.9% | $56,287+40.7% |
| Participation rate | 40.5% | 74.3%-33.8pp | 82.3%-41.8pp | 69.9%-29.3pp |
| Annual return | -2.85% | 3.01%-5.9pp | 119.20%-122.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,423 | $2,977-52.2% | $4,628-69.3% | $2,111-32.6% |
| Participant deferral / active EE | $4,457 | $5,423-17.8% | $6,426-30.6% | $3,350+33.0% |
| Admin fee / account holder | $6 | $554-98.9% | $9,284-99.9% | $521-98.8% |