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 | $11,711 |
ARVEST ASSET MANAGEMENT5 years Filed as: ARVEST WEALTH MANAGEMENT Service code 12 PO BOX 1515 · LOWELL, AR 72745 | Finders' fees / placement fees; Claim... | $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 | $42,945 | $47,634-9.8% | $90,404-52.5% | $90,288-52.4% |
| Participation rate | 47.3% | 67.5%-20.1pp | 72.7%-25.3pp | 73.4%-26.0pp |
| Annual return | 15.40% | 19.61%-4.2pp | 1293.02%-1277.6pp | 53.97%-38.6pp |
| Employer contribution / active EE | $1,018 | $1,749-41.8% | $3,262-68.8% | $2,524-59.7% |
| Participant deferral / active EE | $1,327 | $2,824-53.0% | $3,963-66.5% | $4,232-68.6% |
| Admin fee / account holder | $11 | $106-89.7% | $5,611-99.8% | $114-90.4% |