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 | $33,339 |
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 | $57,595 | $48,795+18.0% | $65,493-12.1% | $84,808-32.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 19.37% | 20.20%-0.8pp | 982.45%-963.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $4,101 | $1,930+112.5% | $2,574+59.3% | $2,631+55.9% |
| Participant deferral / active EE | $6,408 | $2,928+118.8% | $3,961+61.8% | $4,212+52.2% |
| Admin fee / account holder | $227 | $3,877-94.1% | $5,028-95.5% | $7,344-96.9% |