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 | $36,331 |
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 | $55,830 | $96,403-42.1% | $93,606-40.4% | $77,787-28.2% |
| Participation rate | 59.9% | 87.6%-27.8pp | 75.8%-16.0pp | 73.2%-13.4pp |
| Annual return | 26.11% | 39.36%-13.2pp | 32.76%-6.6pp | 32.57%-6.5pp |
| Employer contribution / active EE | $3,063 | $3,616-15.3% | $2,718+12.7% | $2,504+22.3% |
| Participant deferral / active EE | $4,705 | $5,341-11.9% | $4,069+15.6% | $3,967+18.6% |
| Admin fee / account holder | $32 | $90-63.8% | $7,888-99.6% | $100-67.6% |