Filed December 9, 2016 (most recent of 3 filings on file)
Total covered: 38 employees
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 | $243,196 |
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $103,803 |
CARON & BLETZER, PLLC6 years Filed as: CARON & BELTZER, PLLC Service code 10 · EIN 04-3499945 | Accounting | $19,025 |
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 | $205,336 | $104,919+95.7% | $116,228+76.7% | $85,563+140.0% |
| Participation rate | 99.6% | 78.6%+21.0pp | 74.6%+25.0pp | 66.0%+33.6pp |
| Annual return | 16.91% | 15.38%+1.5pp | 90.06%-73.1pp | 31.51%-14.6pp |
| Employer contribution / active EE | $11,202 | $3,485+221.4% | $2,994+274.1% | $2,654+322.1% |
| Participant deferral / active EE | $11,589 | $5,306+118.4% | $4,953+134.0% | $4,375+164.9% |
| Admin fee / account holder | $229 | $429-46.6% | $11,989-98.1% | $834-72.6% |