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 SERVIC Service code 27 · EIN 15-3008106 | Advisory (Plan) | $13,650 |
ARVEST ASSET MANAGEMENT1+ years Service code 12 45600 S. GARNETT, SUITE 420 · TULSA, OK 74146 | Claims processing; Sub-transfer agenc... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,821 | $34,220-36.2% | $73,843-70.5% | $59,188-63.1% |
| Participation rate | 38.9% | 59.1%-20.2pp | 73.4%-34.5pp | 69.4%-30.5pp |
| Annual return | -0.66% | 3.36%-4.0pp | 2267.84%-2268.5pp | 5.51%-6.2pp |
| Employer contribution / active EE | $782 | $1,480-47.2% | $2,787-72.0% | $2,098-62.7% |
| Participant deferral / active EE | $1,015 | $2,035-50.1% | $3,583-71.7% | $3,265-68.9% |
| Admin fee / account holder | $13 | $64-80.0% | $4,880-99.7% | $92-86.1% |