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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $83,171 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $60,932 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,216 | $62,624-15.0% | $177,989-70.1% | $77,643-31.5% |
| Participation rate | 92.7% | 66.8%+25.9pp | 77.1%+15.7pp | 70.6%+22.2pp |
| Annual return | 14.35% | 16.16%-1.8pp | 294.48%-280.1pp | 31.24%-16.9pp |
| Employer contribution / active EE | $661 | $1,909-65.4% | $3,949-83.3% | $2,726-75.7% |
| Participant deferral / active EE | $4,736 | $4,219+12.3% | $6,276-24.5% | $4,647+1.9% |
| Admin fee / account holder | $354 | $386-8.1% | $10,363-96.6% | $430-17.7% |