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 | $319,735 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $89,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,249 | $52,525-51.9% | $117,472-78.5% | $77,904-67.6% |
| Participation rate | 88.5% | 61.6%+26.9pp | 70.6%+17.9pp | 73.7%+14.8pp |
| Annual return | -11.89% | -13.76%+1.9pp | 29.74%-41.6pp | 12.21%-24.1pp |
| Employer contribution / active EE | $791 | $2,166-63.5% | $4,176-81.0% | $2,848-72.2% |
| Participant deferral / active EE | $3,805 | $3,087+23.2% | $4,070-6.5% | $4,806-20.8% |
| Admin fee / account holder | $121 | $99+21.5% | $5,645-97.9% | $133-9.0% |