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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $55,397 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,256 |
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 | $65,619 | $46,292+41.7% | $143,757-54.4% | $64,808+1.3% |
| Participation rate | 66.4% | 64.2%+2.1pp | 80.3%-14.0pp | 71.5%-5.1pp |
| Annual return | 4.64% | -10.05%+14.7pp | -0.04%+4.7pp | 32.82%-28.2pp |
| Employer contribution / active EE | $1,662 | $1,910-13.0% | $4,951-66.4% | $2,506-33.7% |
| Participant deferral / active EE | $3,824 | $2,646+44.5% | $5,637-32.2% | $4,310-11.3% |
| Admin fee / account holder | $287 | $154+86.8% | $14,673-98.0% | $188+52.9% |