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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 Service code 15 · EIN 13-3646501 | Recordkeeping | $87,173 |
CAP FINANCIAL PARTNERS, LLC6 years Filed as: CAP TRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
ODONONOGHUE & ODONOGHUE LLP5 years Service code 29 5301 WISCONSIN AVE. NW SUITE 800 · WASHINGTON, DC 20015 | Legal | $34,187 |
Service code 13 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $30,660 |
BARATZ & ASSOCIATES, P.A.2 years Filed as: BARATZ & ASSOCIATES Service code 10 7 EVES DRIVE · MARLTON, NJ 08053 | Accounting | $15,714 |
FISCHER DORWART, P.C.5 years Filed as: FISCHER DORWART PC Service code 10 · EIN 23-2247478 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,307 | $86,944+74.0% | $107,525+40.7% | $74,304+103.6% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 10.43% | 23.52%-13.1pp | 181.32%-170.9pp | 29.43%-19.0pp |
| Employer contribution / active EE | $12,092 | $2,757+338.6% | $3,754+222.2% | $2,241+439.5% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $638 | $3,727-82.9% | $8,919-92.8% | $2,969-78.5% |