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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.
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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 | $10,560 |
Service code 16 14467 RIMGATE CT · SAN DIEGO, CA 92129 | Consulting | $6,037 |
Service code 16 7901 JONES BRANCH DR · MCLEAN, VA 22102 | Consulting | $6,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,362 | $55,415-56.0% | $155,509-84.3% | $74,495-67.3% |
| Participation rate | 53.4% | 61.9%-8.5pp | 78.2%-24.7pp | 67.2%-13.8pp |
| Annual return | 13.54% | 268.50%-255.0pp | 64.67%-51.1pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $602 | $2,267-73.5% | $4,672-87.1% | $2,623-77.1% |
| Participant deferral / active EE | $757 | $2,836-73.3% | $5,626-86.5% | $4,346-82.6% |
| Admin fee / account holder | $190 | $1,738-89.1% | $15,912-98.8% | $1,942-90.2% |