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 SVC. Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $41,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,332 | $185,342-68.5% | $111,297-47.6% | $86,799-32.8% |
| Participation rate | 70.0% | 81.0%-11.0pp | 77.3%-7.3pp | 72.3%-2.3pp |
| Annual return | 14.16% | 500.80%-486.6pp | 54.65%-40.5pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,744 | $2,246-22.4% | $2,731-36.1% | $2,405-27.5% |
| Participant deferral / active EE | $4,528 | $4,458+1.5% | $4,487+0.9% | $4,131+9.6% |
| Admin fee / account holder | $176 | $255-31.2% | $7,964-97.8% | $170+3.6% |