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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 PO BOX 536850 · ATLANTA, GA 303536850 | Advisory (Plan) | $32,187 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $3,777 |
Filed as: NEW YORK LIFE INVESTMENT MANAGEMENT Service code 15 · EIN 52-2206685 | Recordkeeping | $2,815 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $137,407 | $48,313+184.4% | $73,307+87.4% | $52,331+162.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 74.9%+25.1pp | 68.1%+31.9pp |
| Annual return | 0.26% | 3.85%-3.6pp | 5.67%-5.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $4,135 | $1,661+148.9% | $3,237+27.7% | $1,882+119.7% |
| Participant deferral / active EE | $10,548 | $4,189+151.8% | $4,991+111.3% | $3,022+249.0% |
| Admin fee / account holder | $179 | $404-55.8% | $5,637-96.8% | $592-69.8% |