Filed October 12, 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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $179,988 |
FIDUCIENT ADVISORS LLC3 years Service code 27 265 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $60,551 |
JACKSON LEWIS P.C.2 years Service code 29 75 PARK PLAZA · BOSTON, MA 02116 | Legal | $5,061 |
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 | $137,883 | $110,299+25.0% | $102,423+34.6% | $199,593-30.9% |
| Participation rate | 98.2% | 86.3%+11.9pp | 76.5%+21.7pp | 72.0%+26.3pp |
| Annual return | 17.61% | 35.73%-18.1pp | 29.32%-11.7pp | 34.25%-16.6pp |
| Employer contribution / active EE | $7,168 | $3,603+98.9% | $3,023+137.1% | $3,034+136.2% |
| Participant deferral / active EE | $12,133 | $6,376+90.3% | $5,053+140.1% | $5,087+138.5% |
| Admin fee / account holder | $173 | $122+41.3% | $9,451-98.2% | $269-35.7% |