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 | $174,991 |
FIDUCIENT ADVISORS LLC2 years Service code 27 265 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $58,787 |
GRAY, GRAY & GRAY5 years Filed as: GRAY, GRAY & GRAY LLP Service code 10 · EIN 04-2088368 | Accounting | $23,750 |
JACKSON LEWIS P.C.1 year Service code 27 75 PARK PLAZA · BOSTON, MA 02116 | Advisory (Plan) | $7,314 |
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 | $122,898 | $104,697+17.4% | $96,544+27.3% | $80,160+53.3% |
| Participation rate | 95.1% | 86.4%+8.7pp | 76.0%+19.1pp | 72.9%+22.1pp |
| Annual return | 21.30% | 21.78%-0.5pp | 25.84%-4.5pp | 40.38%-19.1pp |
| Employer contribution / active EE | $6,161 | $3,536+74.2% | $2,965+107.8% | $2,978+106.9% |
| Participant deferral / active EE | $10,265 | $6,188+65.9% | $4,851+111.6% | $5,017+104.6% |
| Admin fee / account holder | $186 | $107+74.4% | $8,252-97.7% | $145+28.4% |