See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $61,683 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,134 | $407,990-90.2% | $121,196-66.9% | $75,289-46.7% |
| Participation rate | 73.2% | 59.5%+13.7pp | 71.7%+1.4pp | 72.4%+0.8pp |
| Annual return | -4.35% | 2.93%-7.3pp | 16.93%-21.3pp | -0.04%-4.3pp |
| Employer contribution / active EE | $964 | $1,846-47.8% | $4,022-76.0% | $2,405-59.9% |
| Participant deferral / active EE | $1,674 | $2,201-23.9% | $3,344-49.9% | $3,739-55.2% |
| Admin fee / account holder | $27 | $455-94.0% | $5,019-99.5% | $102-73.5% |