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 5-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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $2,032 |
Filed as: UNITED PLANNERS FINANCIAL SVCS Service code 27 1130 FLOWER ST · LOS ANGELES, CA 90015 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,464 | $30,555-85.4% | $80,716-94.5% | $86,799-94.9% |
| Participation rate | 94.5% | 37.2%+57.2pp | 54.2%+40.3pp | 72.3%+22.2pp |
| Annual return | 27.35% | 30.35%-3.0pp | 87.28%-59.9pp | 97.91%-70.6pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,160-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,718 | $1,050+63.7% | $2,146-19.9% | $4,131-58.4% |
| Admin fee / account holder | $5 | $135-96.1% | $3,380-99.8% | $170-96.9% |