Filed March 6, 1995
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 |
|---|---|---|
PROVENANCE WEALTH ADVISORS3 years Filed as: PROVENANCE WEALTH ADVISORS, LLC Service code 27 · EIN 65-0978008 | Advisory (Plan) | $44,108 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $22,918 |
Service code 16 · EIN 23-2773128 | Consulting | $6,993 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,977 | $73,867+123.3% | $143,757+14.8% | $68,494+140.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.38% | 1.01%-21.4pp | -0.04%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $13,353 | $3,184+319.3% | $4,951+169.7% | $2,596+414.3% |
| Participant deferral / active EE | $5,540 | $3,384+63.7% | $5,637-1.7% | $4,027+37.6% |
| Admin fee / account holder | $679 | $5,755-88.2% | $14,673-95.4% | $5,403-87.4% |