Filed January 8, 2006 (most recent of 3 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: CETERA ADVISORS, LLC Service code 22 282 ROUTE 101, LIBERTY PARK · AMHERST, NH 030311706 | Insurance Broker | $32,729 |
Filed as: MILLENNIUM TRUST AND RET Service code 26 · EIN 94-3428956 | Advisory (Participants) | $1,175 |
THIRD PARTY ADMINISTRATORS, INC.3+ years Service code 17 · EIN 01-0233346 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Pension Consulting | $650 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $76 |
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 | $186,129 | $100,041+86.1% | $149,718+24.3% | $70,131+165.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.89% | 27.43%-6.5pp | 1501.63%-1480.7pp | 73.14%-52.3pp |
| Employer contribution / active EE | $11,885 | $3,662+224.6% | $5,445+118.3% | $2,342+407.4% |
| Participant deferral / active EE | $18,316 | $4,983+267.6% | $6,569+178.8% | $3,332+449.8% |
| Admin fee / account holder | $278 | $8,286-96.6% | $11,283-97.5% | $4,645-94.0% |