Filed September 5, 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 |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $71,312 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 2010 MAIN STREET, SUITE 1220 · IRVINE, CA 92614 | Advisory (Plan) | $55,000 |
WIPFLI LLP2 years Service code 10 · EIN 39-0758449 | Accounting | $26,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,271 | $62,267+27.3% | $110,238-28.1% | $55,725+42.3% |
| Participation rate | 67.0% | 78.1%-11.1pp | 79.8%-12.8pp | 70.9%-3.9pp |
| Annual return | -2.86% | -1.07%-1.8pp | 314.74%-317.6pp | 244.93%-247.8pp |
| Employer contribution / active EE | $1,842 | $1,941-5.1% | $3,826-51.9% | $2,078-11.4% |
| Participant deferral / active EE | $3,358 | $3,516-4.5% | $4,672-28.1% | $3,356+0.1% |
| Admin fee / account holder | $221 | $121+82.6% | $8,547-97.4% | $115+91.7% |