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 10-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 | $179,628 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $98,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,660 | $53,911-28.3% | $130,648-70.4% | $77,787-50.3% |
| Participation rate | 72.3% | 60.2%+12.0pp | 71.7%+0.5pp | 73.2%-0.9pp |
| Annual return | 34.36% | 21.93%+12.4pp | 1708.96%-1674.6pp | 32.57%+1.8pp |
| Employer contribution / active EE | $542 | $1,826-70.3% | $4,092-86.8% | $2,504-78.4% |
| Participant deferral / active EE | $1,937 | $2,288-15.3% | $3,603-46.2% | $3,967-51.2% |
| Admin fee / account holder | $172 | $129+33.9% | $5,464-96.8% | $100+72.2% |