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 | $1,038 |
SAGEVIEW ADVISORY GROUP, LLC2 years 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 | $52,773 | $37,196+41.9% | $154,107-65.8% | $55,725-5.3% |
| Participation rate | 78.3% | 64.1%+14.2pp | 83.0%-4.8pp | 70.9%+7.4pp |
| Annual return | 10.60% | 1319.68%-1309.1pp | 735.12%-724.5pp | 244.93%-234.3pp |
| Employer contribution / active EE | $1,730 | $1,614+7.2% | $5,298-67.3% | $2,078-16.7% |
| Participant deferral / active EE | $3,457 | $2,068+67.2% | $5,081-32.0% | $3,356+3.0% |
| Admin fee / account holder | $52 | $102-49.0% | $13,411-99.6% | $115-55.0% |