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 10-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 | $109,852 |
Filed as: ONE CHARLES PRIVATE WEALTH SERVICES Service code 27 · EIN 81-4753725 | Advisory (Plan) | $88,233 |
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 | $28,960 | $39,948-27.5% | $89,391-67.6% | $73,409-60.5% |
| Participation rate | 91.2% | 50.4%+40.8pp | 68.0%+23.2pp | 72.2%+19.0pp |
| Annual return | 29.25% | 50.12%-20.9pp | 245.62%-216.4pp | 59.29%-30.0pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,169 | $2,193+135.7% | $3,890+32.9% | $3,805+35.8% |
| Admin fee / account holder | $265 | $134+97.6% | $4,881-94.6% | $158+68.0% |