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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $31,820 |
PERKINS & CO1 year Filed as: PERKINS & CO. Service code 10 · EIN 93-0928924 | Accounting | $5,500 |
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 | $164,470 | $79,523+106.8% | $140,016+17.5% | $56,287+192.2% |
| Participation rate | 95.9% | 85.7%+10.2pp | 87.5%+8.4pp | 69.9%+26.1pp |
| Annual return | -4.84% | 2.39%-7.2pp | 651.12%-656.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $6,982 | $3,350+108.4% | $5,606+24.5% | $2,111+230.7% |
| Participant deferral / active EE | $9,371 | $5,129+82.7% | $6,927+35.3% | $3,350+179.8% |
| Admin fee / account holder | $118 | $614-80.7% | $10,705-98.9% | $521-77.3% |