Filed February 27, 2019 (most recent of 2 filings on file)
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,967 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $21,150 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $7,380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,583 | $72,770-23.6% | $67,652-17.8% | $55,191+0.7% |
| Participation rate | 98.2% | 78.8%+19.4pp | 75.7%+22.5pp | 69.2%+29.0pp |
| Annual return | -0.42% | -3.26%+2.8pp | 6625.04%-6625.5pp | 10.78%-11.2pp |
| Employer contribution / active EE | $967 | $1,769-45.3% | $2,266-57.3% | $1,899-49.1% |
| Participant deferral / active EE | $3,211 | $3,408-5.8% | $3,560-9.8% | $3,046+5.4% |
| Admin fee / account holder | $101 | $79+27.6% | $4,821-97.9% | $91+10.8% |