Filed September 11, 2024 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $84,622 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,136 | $85,135+83.4% | $98,907+57.9% | $73,409+112.7% |
| Participation rate | 65.7% | 81.1%-15.4pp | 76.0%-10.3pp | 72.2%-6.4pp |
| Annual return | 12.15% | 19.14%-7.0pp | 196.43%-184.3pp | 59.29%-47.1pp |
| Employer contribution / active EE | $3,713 | $2,721+36.5% | $2,689+38.1% | $2,234+66.2% |
| Participant deferral / active EE | $6,523 | $4,349+50.0% | $4,244+53.7% | $3,805+71.4% |
| Admin fee / account holder | $97 | $139-30.2% | $6,642-98.5% | $158-38.5% |