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 8-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 SERV Service code 15 · EIN 01-0233346 | Recordkeeping | $31,338 |
BKS RETIREMENT SERVICES2 years Filed as: BKS FINANCIAL INVESTMENTS LLC Service code 27 · EIN 84-1921272 | Advisory (Plan) | $20,088 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,383 | $88,890-70.3% | $102,423-74.2% | $77,643-66.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 21.96% | 24.98%-3.0pp | 29.32%-7.4pp | 31.24%-9.3pp |
| Employer contribution / active EE | $2,675 | $2,698-0.8% | $3,023-11.5% | $2,726-1.9% |
| Participant deferral / active EE | $3,198 | $5,145-37.8% | $5,053-36.7% | $4,647-31.2% |
| Admin fee / account holder | $161 | $235-31.7% | $9,451-98.3% | $430-62.7% |