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 ADVISORS4 years Filed as: PROVENANCE WEALTH ADVISORS, LLC Service code 27 · EIN 65-0978008 | Advisory (Plan) | $42,423 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $22,037 |
Service code 16 · EIN 23-2773128 | Consulting | $5,091 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $185,660 | $77,899+138.3% | $149,673+24.0% | $75,163+147.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.27% | 31.72%-12.4pp | 134.42%-115.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $12,943 | $3,137+312.5% | $4,818+168.7% | $2,670+384.8% |
| Participant deferral / active EE | $5,720 | $3,411+67.7% | $5,680+0.7% | $4,125+38.7% |
| Admin fee / account holder | $584 | $5,956-90.2% | $13,210-95.6% | $5,651-89.7% |