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 | $33,823 |
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 | $195,595 | $98,982+97.6% | $162,163+20.6% | $65,185+200.1% |
| Participation rate | 96.9% | 85.8%+11.2pp | 87.6%+9.4pp | 70.2%+26.7pp |
| Annual return | 22.85% | 24.84%-2.0pp | 115.59%-92.7pp | 29.38%-6.5pp |
| Employer contribution / active EE | $6,929 | $3,467+99.9% | $5,614+23.4% | $2,177+218.3% |
| Participant deferral / active EE | $10,172 | $5,384+88.9% | $7,298+39.4% | $3,514+189.5% |
| Admin fee / account holder | $102 | $596-82.9% | $10,843-99.1% | $847-87.9% |