Filed June 13, 1
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 |
|---|---|---|
THIRD PARTY ADMINISTRATORS, INC.7+ years Service code 17 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Pension Consulting | $2,473 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,865 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $158,229 | $137,414+15.1% | $189,513-16.5% | $85,850+84.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 16.11% | 38.14%-22.0pp | 555.15%-539.0pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,994 | $4,344-8.1% | $6,162-35.2% | $2,565+55.7% |
| Participant deferral / active EE | $4,411 | $6,260-29.5% | $8,221-46.3% | $3,952+11.6% |
| Admin fee / account holder | $802 | $8,630-90.7% | $12,045-93.3% | $6,260-87.2% |