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 Service code 15 · EIN 01-0233346 | Recordkeeping | $123,610 |
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP,LLC Service code 27 2010 MAIN STREET, SUITE 1220 · IRVINE, CA 92614 | Advisory (Plan) | $68,750 |
WIPFLI LLP6 years Service code 10 · EIN 39-0758449 | Accounting | $21,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,457 | $71,142+24.3% | $119,609-26.0% | $64,808+36.5% |
| Participation rate | 87.2% | 78.6%+8.6pp | 79.3%+8.0pp | 71.5%+15.8pp |
| Annual return | -12.52% | -10.01%-2.5pp | -14.97%+2.5pp | 32.82%-45.3pp |
| Employer contribution / active EE | $2,619 | $2,497+4.9% | $4,232-38.1% | $2,506+4.5% |
| Participant deferral / active EE | $4,976 | $4,490+10.8% | $5,602-11.2% | $4,310+15.4% |
| Admin fee / account holder | $276 | $162+70.0% | $10,323-97.3% | $188+46.8% |