Filed January 7, 2009
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 SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $79,867 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $27,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,461 | $37,317-7.7% | $77,024-55.3% | $77,904-55.8% |
| Participation rate | 31.4% | 46.9%-15.4pp | 67.9%-36.5pp | 73.7%-42.3pp |
| Annual return | -12.50% | -5.88%-6.6pp | 42.32%-54.8pp | 12.21%-24.7pp |
| Employer contribution / active EE | $223 | $1,218-81.7% | $2,812-92.1% | $2,848-92.2% |
| Participant deferral / active EE | $1,665 | $2,564-35.1% | $4,426-62.4% | $4,806-65.4% |
| Admin fee / account holder | $177 | $126+40.9% | $5,425-96.7% | $133+33.6% |