Filed December 31, 1992
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 USA Service code 15 · EIN 01-0233346 | Recordkeeping | $998 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $0 |
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 | $48,064 | $46,173+4.1% | $170,442-71.8% | $69,631-31.0% |
| Participation rate | 80.3% | 63.9%+16.4pp | 83.6%-3.3pp | 70.7%+9.6pp |
| Annual return | 15.04% | 21.62%-6.6pp | 205.93%-190.9pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $1,874 | $1,610+16.4% | $5,433-65.5% | $2,032-7.8% |
| Participant deferral / active EE | $3,746 | $2,080+80.1% | $4,939-24.2% | $3,224+16.2% |
| Admin fee / account holder | $8 | $116-92.9% | $13,880-99.9% | $110-92.5% |