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 SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $57,687 |
GIAMBALVE, GIAMMARESE & STALZER CPA1 year Filed as: GIAMBALVO, GIAMMARESE & STALZER CPA Service code 10 · EIN 11-3425754 | Accounting | $12,500 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,978 | $33,780+110.1% | $74,550-4.8% | $75,289-5.7% |
| Participation rate | 76.2% | 62.7%+13.5pp | 69.1%+7.0pp | 72.4%+3.8pp |
| Annual return | -3.79% | -1.24%-2.5pp | 32.53%-36.3pp | -0.04%-3.8pp |
| Employer contribution / active EE | $1,498 | $845+77.3% | $1,961-23.6% | $2,405-37.7% |
| Participant deferral / active EE | $3,325 | $1,890+75.9% | $3,108+7.0% | $3,739-11.1% |
| Admin fee / account holder | $45 | $86-47.9% | $5,060-99.1% | $102-56.0% |