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 4-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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $109,112 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,596 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,043 | $64,612+57.9% | $86,436+18.1% | $64,808+57.5% |
| Participation rate | 96.8% | 81.5%+15.3pp | 80.3%+16.5pp | 71.5%+25.3pp |
| Annual return | -14.90% | 0.66%-15.6pp | 4394.89%-4409.8pp | 32.82%-47.7pp |
| Employer contribution / active EE | $3,366 | $2,744+22.6% | $3,769-10.7% | $2,506+34.3% |
| Participant deferral / active EE | $5,733 | $7,497-23.5% | $6,952-17.5% | $4,310+33.0% |
| Admin fee / account holder | $252 | $169+48.9% | $6,731-96.3% | $188+34.1% |