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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA ADVISORS, LLC Service code 22 282 ROUTE 101, LIBERTY PARK · AMHERST, NH 030311706 | Insurance Broker | $39,044 |
Filed as: MILLENNIUM TRUST AND RET Service code 26 · EIN 94-3428956 | Advisory (Participants) | $5,269 |
THIRD PARTY ADMINISTRATORS, INC.6+ years Service code 17 · EIN 01-0233346 2 EXECUTIVE PARK DRIVE · BEDFORD, NH 03110 | Pension Consulting | $850 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. USA Service code 15 · EIN 01-0233346 | Recordkeeping | $104 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,089 | $123,793+114.9% | $177,821+49.6% | $79,858+233.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.08% | 22.82%-7.7pp | 48.32%-33.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $11,678 | $4,095+185.2% | $5,918+97.3% | $2,471+372.6% |
| Participant deferral / active EE | $19,576 | $5,956+228.7% | $7,714+153.8% | $3,740+423.4% |
| Admin fee / account holder | $758 | $7,243-89.5% | $12,427-93.9% | $5,306-85.7% |