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 Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $62,098 |
BKS RETIREMENT SERVICES2 years Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 27 · EIN 84-1921272 5151 SAN FELIPE ST · HOUSTON, TX 77056 | Advisory (Plan) | $34,499 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,043 | $88,890-61.7% | $102,423-66.8% | $77,643-56.2% |
| Participation rate | 97.9% | 80.9%+17.0pp | 76.5%+21.4pp | 70.6%+27.3pp |
| Annual return | 15.39% | 24.98%-9.6pp | 29.32%-13.9pp | 31.24%-15.8pp |
| Employer contribution / active EE | $2,537 | $2,698-5.9% | $3,023-16.1% | $2,726-6.9% |
| Participant deferral / active EE | $5,772 | $5,145+12.2% | $5,053+14.2% | $4,647+24.2% |
| Admin fee / account holder | $198 | $235-16.0% | $9,451-97.9% | $430-54.0% |