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 | $36,261 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,463 | $136,307+52.9% | $177,821+17.2% | $73,488+183.7% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.7%+10.7pp | 70.7%+27.7pp |
| Annual return | 16.00% | 18.68%-2.7pp | 48.32%-32.3pp | 28.51%-12.5pp |
| Employer contribution / active EE | $7,371 | $3,712+98.6% | $5,918+24.5% | $2,270+224.7% |
| Participant deferral / active EE | $10,487 | $5,829+79.9% | $7,714+35.9% | $3,740+180.4% |
| Admin fee / account holder | $105 | $596-82.4% | $12,427-99.2% | $513-79.5% |