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 SRVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $90,306 |
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO, INC. Service code 27 2445 TECHNOLOGY FOREST BLVD. · THE WOODLANDS, TX 77381 | Advisory (Plan) | $39,904 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,627 | $88,890-68.9% | $102,423-73.0% | $77,643-64.4% |
| Participation rate | 97.8% | 80.9%+16.9pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 12.49% | 24.98%-12.5pp | 29.32%-16.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,448 | $5,145-13.5% | $5,053-12.0% | $4,647-4.3% |
| Admin fee / account holder | $168 | $235-28.5% | $9,451-98.2% | $430-60.9% |