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, LLC3+ years Service code 27 · EIN 20-3832996 | Advisory (Plan) | $50,000 |
TAWNEY, PLLC2 years Filed as: TAWNEY & ASSOCIATES, PLLC Service code 10 340 GRANITE STREET · MANCHESTER, NH 03102 | Accounting | $13,650 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $10,249 |
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 | $88,295 | $88,730-0.5% | $82,313+7.3% | $77,958+13.3% |
| Participation rate | 97.3% | 84.5%+12.8pp | 76.9%+20.4pp | 71.6%+25.7pp |
| Annual return | 16.75% | 20.88%-4.1pp | 25.88%-9.1pp | 20.87%-4.1pp |
| Employer contribution / active EE | $3,718 | $2,758+34.8% | $2,428+53.1% | $2,310+60.9% |
| Participant deferral / active EE | $6,103 | $4,634+31.7% | $3,706+64.7% | $3,537+72.6% |
| Admin fee / account holder | $35 | $74-52.5% | $5,608-99.4% | $97-63.9% |