Filed July 17, 2002 (most recent of 2 filings on file)
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 |
|---|---|---|
THE PFE GROUP2+ years Service code 27 144 TURNPIKE ROAD · SOUTHBOROUGH, MA 01772 | Advisory (Plan) | $55,415 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $12,259 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,233 | $36,916+190.5% | $156,549-31.5% | $57,658+86.0% |
| Participation rate | 99.3% | 63.4%+35.9pp | 84.0%+15.3pp | 70.2%+29.1pp |
| Annual return | 7.76% | 12.38%-4.6pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $9,983 | $1,571+535.6% | $5,501+81.5% | $1,974+405.8% |
| Participant deferral / active EE | $10,094 | $1,926+424.2% | $4,871+107.2% | $3,061+229.8% |
| Admin fee / account holder | $66 | $82-19.9% | $13,027-99.5% | $95-30.1% |