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 | $42,223 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,517 | $104,631-49.8% | $98,439-46.7% | $80,160-34.5% |
| Participation rate | 87.0% | 87.5%-0.6pp | 75.2%+11.8pp | 72.9%+14.0pp |
| Annual return | 21.42% | 34.72%-13.3pp | 21.16%+0.3pp | 40.38%-19.0pp |
| Employer contribution / active EE | $2,279 | $4,517-49.5% | $3,048-25.2% | $2,978-23.5% |
| Participant deferral / active EE | $4,477 | $6,545-31.6% | $4,738-5.5% | $5,017-10.8% |
| Admin fee / account holder | $23 | $105-77.6% | $8,948-99.7% | $145-83.8% |