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: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,412 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $33,812 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,970 | $49,451+61.7% | $79,550+0.5% | $66,914+19.5% |
| Participation rate | 91.1% | 61.3%+29.8pp | 69.5%+21.6pp | 69.8%+21.3pp |
| Annual return | -16.09% | 84.25%-100.3pp | 0.16%-16.3pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,038 | $1,266+61.1% | $2,413-15.5% | $2,544-19.9% |
| Participant deferral / active EE | $5,668 | $3,159+79.4% | $3,985+42.2% | $4,237+33.8% |
| Admin fee / account holder | $468 | $595-21.4% | $6,832-93.2% | $593-21.2% |