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, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $48,580 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,272 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,562 | $47,126+24.3% | $149,673-60.9% | $74,419-21.3% |
| Participation rate | 62.6% | 63.4%-0.8pp | 78.8%-16.2pp | 70.7%-8.2pp |
| Annual return | -6.20% | 22.75%-29.0pp | 134.42%-140.6pp | 34.38%-40.6pp |
| Employer contribution / active EE | $1,578 | $1,905-17.2% | $4,818-67.2% | $2,637-40.2% |
| Participant deferral / active EE | $3,709 | $2,728+36.0% | $5,680-34.7% | $4,528-18.1% |
| Admin fee / account holder | $232 | $343-32.2% | $13,210-98.2% | $348-33.2% |