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 |
|---|---|---|
THE CENTURION GROUP, LLC2+ years Service code 27 · EIN 20-3832996 | Advisory (Plan) | $45,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $37,357 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $25,000 |
TAWNEY, PLLC1 year Filed as: TAWNEY & ASSOCIATES, PLLC Service code 10 340 GRANITE STREET · MANCHESTER, NH 03102 | Accounting | $6,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,713 | $80,211-8.1% | $74,183-0.6% | $63,975+15.2% |
| Participation rate | 98.9% | 84.2%+14.7pp | 76.6%+22.3pp | 71.1%+27.8pp |
| Annual return | 8.52% | 14.13%-5.6pp | 17.74%-9.2pp | 48.65%-40.1pp |
| Employer contribution / active EE | $4,228 | $2,553+65.6% | $2,370+78.4% | $2,182+93.8% |
| Participant deferral / active EE | $6,970 | $4,370+59.5% | $3,550+96.4% | $3,356+107.7% |
| Admin fee / account holder | $52 | $67-22.5% | $5,586-99.1% | $70-26.1% |