Filed August 16, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $314,089 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 PO BOX 600071 · RALEIGH, NC 276756071 | Advisory (Plan) | $63,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,700 | $130,141-37.2% | $86,677-5.7% | $77,904+4.9% |
| Participation rate | 99.9% | 85.9%+14.0pp | 76.6%+23.3pp | 73.7%+26.2pp |
| Annual return | -12.61% | -12.75%+0.1pp | 35.91%-48.5pp | 12.21%-24.8pp |
| Employer contribution / active EE | $4,033 | $3,220+25.2% | $2,836+42.2% | $2,848+41.6% |
| Participant deferral / active EE | $4,581 | $5,757-20.4% | $4,656-1.6% | $4,806-4.7% |
| Admin fee / account holder | $127 | $132-3.4% | $7,493-98.3% | $133-4.0% |