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, LLC4+ years Service code 27 · EIN 20-3832996 | Advisory (Plan) | $50,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $27,213 |
ERNST & YOUNG LLP1 year Service code 10 · EIN 34-6565596 | Accounting | $26,288 |
TAWNEY, PLLC3 years Filed as: TAWNEY & ASSOCIATES, PLLC Service code 10 · EIN 34-6565596 340 GRANITE STREET · MANCHESTER, NH 03102 | Accounting | $7,040 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $78,573 | $78,852-0.4% | $76,768+2.4% | $75,289+4.4% |
| Participation rate | 94.2% | 85.0%+9.2pp | 77.0%+17.2pp | 72.4%+21.8pp |
| Annual return | -4.47% | -1.29%-3.2pp | 2.43%-6.9pp | -0.04%-4.4pp |
| Employer contribution / active EE | $3,953 | $2,794+41.5% | $2,485+59.1% | $2,405+64.4% |
| Participant deferral / active EE | $6,472 | $4,800+34.8% | $3,852+68.0% | $3,739+73.1% |
| Admin fee / account holder | $55 | $79-30.3% | $6,675-99.2% | $102-46.2% |