Filed October 17, 2016
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 9-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 | $97,993 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 4208 6 FORKS RD. · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSEN ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,859 | $52,090-54.2% | $95,745-75.1% | $80,160-70.2% |
| Participation rate | 89.0% | 67.0%+22.0pp | 72.3%+16.8pp | 72.9%+16.1pp |
| Annual return | 22.49% | 23.29%-0.8pp | 28.35%-5.9pp | 40.38%-17.9pp |
| Employer contribution / active EE | $1,738 | $1,548+12.2% | $2,835-38.7% | $2,978-41.6% |
| Participant deferral / active EE | $4,188 | $3,266+28.2% | $4,245-1.3% | $5,017-16.5% |
| Admin fee / account holder | $115 | $96+19.7% | $5,678-98.0% | $145-20.8% |