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 | $1,118 |
SAGEVIEW ADVISORY GROUP, LLC3 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,904 | $62,928-19.1% | $172,739-70.5% | $67,579-24.7% |
| Participation rate | 65.1% | 64.5%+0.6pp | 82.6%-17.6pp | 71.3%-6.2pp |
| Annual return | 4.77% | 30.36%-25.6pp | 802.84%-798.1pp | 378.56%-373.8pp |
| Employer contribution / active EE | $1,358 | $1,636-17.0% | $5,143-73.6% | $2,148-36.8% |
| Participant deferral / active EE | $2,920 | $2,145+36.1% | $5,198-43.8% | $3,539-17.5% |
| Admin fee / account holder | $114 | $167-31.4% | $13,954-99.2% | $142-19.7% |