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 15 · EIN 15-3008106 | Recordkeeping | $13,910 |
ARVEST ASSET MANAGEMENT4 years Filed as: ARVEST WEALTH MANAGEMENT Service code 12 PO BOX 1515 · LOWELL, AR 72745 | Claims processing; Direct payment fro... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,118 | $44,794-19.4% | $90,281-60.0% | $77,787-53.6% |
| Participation rate | 49.9% | 66.6%-16.7pp | 73.3%-23.4pp | 73.2%-23.3pp |
| Annual return | 21.80% | 28.23%-6.4pp | 78.10%-56.3pp | 32.57%-10.8pp |
| Employer contribution / active EE | $962 | $1,809-46.8% | $2,854-66.3% | $2,504-61.6% |
| Participant deferral / active EE | $1,240 | $2,642-53.1% | $3,885-68.1% | $3,967-68.7% |
| Admin fee / account holder | $12 | $94-87.5% | $5,351-99.8% | $100-88.2% |