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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.
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,487 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $41,487 |
5 funds of $250K or more; 18 lines in all, holding $16.2M of the plan's $17.1M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Wilmington N.A. Moderate Managed Account Portfolio Fund Great Gray · Mutual fund | $12.0M | 74.0% |
| Wilmington N.A. Aggressive Managed Account Portfolio Great Gray · Mutual fund | $1.5M | 9.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $994K | 6.1% |
| Northern Trust Asset Collective S&P 500 Index Fund - DC - Management Northern Trust · Collective trust Index | $297K | 1.8% |
| Wilmington N.A. Conservative Managed Account Portfolio Fund Great Gray · Mutual fund | $282K | 1.7% |
| MFS LRG Cap Value CT MFS (Sun Life) · Mutual fund | $233K | 1.4% |
| e) Mutual Funds Allspring Allspring · Mutual fund | $225K | 1.4% |
| Wilmington N.A. Growth Managed Account Portfolio Great Gray · Mutual fund | $205K | 1.3% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $152K | 0.9% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund | $98K | 0.6% |
See the other 8 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $94,198 | $59,417+58.5% | $93,606+0.6% | $74,495+26.4% |
| Participation rate | 94.9% | 59.7%+35.2pp | 68.7%+26.2pp | 67.2%+27.7pp |
| Annual return | 12.14% | 81.83%-69.7pp | 133.20%-121.1pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,344 | $1,264+85.5% | $2,420-3.1% | $2,623-10.6% |
| Participant deferral / active EE | $6,387 | $3,050+109.4% | $4,411+44.8% | $4,346+47.0% |
| Admin fee / account holder | $456 | $3,021-84.9% | $8,285-94.5% | $1,942-76.5% |