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 GROUP3+ years Service code 27 144 TURNPIKE ROAD · SOUTHBOROUGH, MA 01772 | Advisory (Plan) | $56,205 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $38,869 |
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 | $124,965 | $46,173+170.6% | $170,442-26.7% | $69,631+79.5% |
| Participation rate | 99.3% | 63.9%+35.4pp | 83.6%+15.7pp | 70.7%+28.6pp |
| Annual return | 16.39% | 21.62%-5.2pp | 205.93%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $10,601 | $1,610+558.6% | $5,433+95.1% | $2,032+421.7% |
| Participant deferral / active EE | $10,460 | $2,080+402.8% | $4,939+111.8% | $3,224+224.5% |
| Admin fee / account holder | $99 | $116-14.5% | $13,880-99.3% | $110-10.2% |