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 37 · EIN 01-0233346 | Loan Processing | $59,439 |
OPPENHEIMER1 year Filed as: OPPENHEIMER & CO, INC. Service code 27 2445 TECHNOLOGY FOREST BLVD. · THE WOODLANDS, TX 77381 | Advisory (Plan) | $41,742 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,869 | $99,078-79.9% | $96,544-79.4% | $74,419-73.3% |
| Participation rate | 96.4% | 80.7%+15.7pp | 76.0%+20.4pp | 70.7%+25.6pp |
| Annual return | 16.91% | 22.48%-5.6pp | 25.84%-8.9pp | 34.38%-17.5pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $2,965-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,962 | $4,933-40.0% | $4,851-38.9% | $4,528-34.6% |
| Admin fee / account holder | $104 | $225-53.8% | $8,252-98.7% | $348-70.2% |