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, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $55,756 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $43,964 |
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 | $68,236 | $50,815+34.3% | $155,509-56.1% | $77,643-12.1% |
| Participation rate | 64.0% | 63.1%+0.9pp | 78.2%-14.2pp | 70.6%-6.6pp |
| Annual return | 18.86% | 34.80%-15.9pp | 64.67%-45.8pp | 31.24%-12.4pp |
| Employer contribution / active EE | $1,728 | $1,993-13.3% | $4,672-63.0% | $2,726-36.6% |
| Participant deferral / active EE | $3,901 | $2,822+38.2% | $5,626-30.7% | $4,647-16.0% |
| Admin fee / account holder | $226 | $437-48.3% | $15,912-98.6% | $430-47.6% |