Filed August 18, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $885,347 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $76,006 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $37,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,105 | $76,173+9.1% | $81,382+2.1% | $199,593-58.4% |
| Participation rate | 93.6% | 76.3%+17.3pp | 69.5%+24.1pp | 72.0%+21.6pp |
| Annual return | 14.65% | 15.59%-0.9pp | 24.73%-10.1pp | 34.25%-19.6pp |
| Employer contribution / active EE | $3,370 | $2,792+20.7% | $2,463+36.9% | $3,034+11.1% |
| Participant deferral / active EE | $5,587 | $4,201+33.0% | $3,883+43.9% | $5,087+9.8% |
| Admin fee / account holder | $168 | $146+15.4% | $5,768-97.1% | $269-37.3% |