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 | $35,080 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $34,569 |
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 | $89,381 | $54,701+63.4% | $86,188+3.7% | $71,457+25.1% |
| Participation rate | 92.6% | 60.1%+32.5pp | 69.0%+23.7pp | 67.9%+24.7pp |
| Annual return | 16.77% | 20.06%-3.3pp | 1168.45%-1151.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,138 | $1,265+69.0% | $2,380-10.2% | $2,588-17.4% |
| Participant deferral / active EE | $6,017 | $3,108+93.6% | $3,985+51.0% | $4,289+40.3% |
| Admin fee / account holder | $396 | $1,922-79.4% | $6,852-94.2% | $1,587-75.1% |