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 |
|---|---|---|
BMT WEALTH1 year Service code 27 2 ACADIANA COURT · BEAUMONT, TX 77706 | Advisory (Plan) | $66,108 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $24,790 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,867 | $49,451+459.9% | $79,550+248.0% | $66,914+313.8% |
| Participation rate | 81.7% | 61.3%+20.4pp | 69.5%+12.3pp | 69.8%+11.9pp |
| Annual return | -25.19% | 84.25%-109.4pp | 0.16%-25.4pp | 1.58%-26.8pp |
| Employer contribution / active EE | $6,275 | $1,266+395.8% | $2,413+160.0% | $2,544+146.6% |
| Participant deferral / active EE | $9,588 | $3,159+203.6% | $3,985+140.6% | $4,237+126.3% |
| Admin fee / account holder | $656 | $595+10.3% | $6,832-90.4% | $593+10.5% |