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 RETIEMENT PLAN SERVICE Service code 37 · EIN 45-3008106 601 CONGRESS STREET · BOSTON, MA 02210 | Loan Processing | $2,775 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,185 | $55,182-7.2% | $73,307-30.2% | $55,191-7.3% |
| Participation rate | 79.1% | 73.9%+5.2pp | 74.9%+4.2pp | 69.2%+9.9pp |
| Annual return | 3.20% | 8.55%-5.3pp | 5.67%-2.5pp | 10.78%-7.6pp |
| Employer contribution / active EE | $1,490 | $1,935-23.0% | $3,237-54.0% | $1,899-21.5% |
| Participant deferral / active EE | $5,704 | $4,641+22.9% | $4,991+14.3% | $3,046+87.3% |
| Admin fee / account holder | $8 | $68-88.0% | $5,637-99.9% | $91-90.9% |