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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $31,564 |
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 | $116,095 | $96,486+20.3% | $153,485-24.4% | $77,643+49.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 19.16% | 14.44%+4.7pp | 15.65%+3.5pp | 31.24%-12.1pp |
| Employer contribution / active EE | $15,799 | $5,224+202.4% | $5,039+213.6% | $2,726+479.6% |
| Participant deferral / active EE | $7,700 | $6,609+16.5% | $6,757+13.9% | $4,647+65.7% |
| Admin fee / account holder | $95 | $182-47.9% | $12,724-99.3% | $430-77.9% |