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 | $175,842 |
FIDUCIENT ADVISORS LLC1 year Service code 27 265 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $57,075 |
GRAY, GRAY & GRAY4 years Filed as: GRAY, GRAY & GRAY LLP Service code 10 · EIN 04-2088368 | Accounting | $29,000 |
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 | $106,320 | $130,141-18.3% | $86,677+22.7% | $77,904+36.5% |
| Participation rate | 95.4% | 85.9%+9.5pp | 76.6%+18.8pp | 73.7%+21.7pp |
| Annual return | -15.19% | -12.75%-2.4pp | 35.91%-51.1pp | 12.21%-27.4pp |
| Employer contribution / active EE | $6,012 | $3,220+86.7% | $2,836+112.0% | $2,848+111.1% |
| Participant deferral / active EE | $9,988 | $5,757+73.5% | $4,656+114.5% | $4,806+107.8% |
| Admin fee / account holder | $192 | $132+45.8% | $7,493-97.4% | $133+44.9% |