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 9-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 SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $30,649 |
Filed as: COMMONWEALTH FINANCIAL Service code 27 29 SAWYER ROAD · WALTHAM, MA 024533483 | Advisory (Plan) | $24,663 |
Service code 99 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Fees | $10,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $120,310 | $62,132+93.6% | $185,823-35.3% | $73,488+63.7% |
| Participation rate | 57.3% | 67.8%-10.5pp | 78.0%-20.7pp | 70.7%-13.3pp |
| Annual return | 12.93% | 20.44%-7.5pp | 35.95%-23.0pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,595 | $1,681-5.2% | $4,087-61.0% | $2,270-29.8% |
| Participant deferral / active EE | $5,199 | $3,711+40.1% | $5,632-7.7% | $3,740+39.0% |
| Admin fee / account holder | $334 | $419-20.3% | $9,500-96.5% | $513-34.9% |