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 | $107,352 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 2010 MAIN STREET, SUITE 1220 · IRVINE, CA 92614 | Advisory (Plan) | $55,000 |
WIPFLI LLP4 years Service code 10 · EIN 39-0758449 | Accounting | $21,500 |
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 | $101,752 | $78,419+29.8% | $133,956-24.0% | $73,409+38.6% |
| Participation rate | 90.0% | 78.6%+11.4pp | 79.8%+10.1pp | 72.2%+17.8pp |
| Annual return | 11.26% | 33.35%-22.1pp | 45.09%-33.8pp | 59.29%-48.0pp |
| Employer contribution / active EE | $2,469 | $2,044+20.8% | $3,919-37.0% | $2,234+10.6% |
| Participant deferral / active EE | $4,517 | $3,925+15.1% | $5,048-10.5% | $3,805+18.7% |
| Admin fee / account holder | $262 | $161+62.1% | $8,927-97.1% | $158+65.6% |