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 8-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 | $13,015 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,357 | $122,239-55.5% | $184,203-70.5% | $74,495-27.0% |
| Participation rate | 82.6% | 85.5%-2.9pp | 86.8%-4.2pp | 67.2%+15.4pp |
| Annual return | 16.07% | 19.95%-3.9pp | 28.81%-12.7pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $4,066 | $4,537-10.4% | $6,427-36.7% | $2,623+55.0% |
| Participant deferral / active EE | $7,238 | $7,139+1.4% | $9,131-20.7% | $4,346+66.5% |
| Admin fee / account holder | $84 | $1,260-93.3% | $13,901-99.4% | $1,942-95.7% |