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 8-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 | $22,608 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,333 | $134,045-67.7% | $80,019-45.8% | $75,289-42.4% |
| Participation rate | 63.0% | 85.8%-22.8pp | 75.8%-12.8pp | 72.4%-9.4pp |
| Annual return | 0.00% | -0.56%+0.6pp | 11.22%-11.2pp | -0.04%0pp |
| Employer contribution / active EE | $2,555 | $3,492-26.9% | $2,468+3.5% | $2,405+6.2% |
| Participant deferral / active EE | $4,068 | $4,976-18.3% | $3,686+10.4% | $3,739+8.8% |
| Admin fee / account holder | $20 | $124-83.6% | $6,521-99.7% | $102-80.1% |