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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $4,107 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,517 | $66,813+26.5% | $100,516-15.9% | $73,488+15.0% |
| Participation rate | 97.7% | 77.5%+20.3pp | 79.4%+18.3pp | 70.7%+27.0pp |
| Annual return | 21.30% | 25.70%-4.4pp | 30.89%-9.6pp | 28.51%-7.2pp |
| Employer contribution / active EE | $3,228 | $2,147+50.4% | $3,418-5.5% | $2,270+42.2% |
| Participant deferral / active EE | $9,639 | $5,883+63.8% | $6,270+53.7% | $3,740+157.7% |
| Admin fee / account holder | $12 | $512-97.6% | $8,081-99.9% | $513-97.7% |