Filed December 11, 2018 (most recent of 2 filings on file)
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 RETIREMENT PLAN SVCS. Service code 15 · EIN 01-0233346 | Recordkeeping | $63,301 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS Service code 27 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Plan) | $30,000 |
Filed as: LITMANGERSON ASSOCIATES LLP Service code 10 · EIN 04-2694095 | Accounting | $11,000 |
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 | $95,018 | $80,005+18.8% | $140,016-32.1% | $55,725+70.5% |
| Participation rate | 97.7% | 87.0%+10.7pp | 87.5%+10.2pp | 70.9%+26.9pp |
| Annual return | -4.37% | 0.46%-4.8pp | 651.12%-655.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,507 | $3,403-26.3% | $5,606-55.3% | $2,078+20.6% |
| Participant deferral / active EE | $6,085 | $5,264+15.6% | $6,927-12.2% | $3,356+81.4% |
| Admin fee / account holder | $178 | $116+53.9% | $10,705-98.3% | $115+54.5% |