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, LLC9 years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $60,589 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $51,787 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,800 | $50,982+38.9% | $154,803-54.3% | $85,563-17.3% |
| Participation rate | 60.0% | 59.8%+0.3pp | 78.1%-18.0pp | 66.0%-5.9pp |
| Annual return | 6.28% | 30.35%-24.1pp | 58.88%-52.6pp | 31.51%-25.2pp |
| Employer contribution / active EE | $1,595 | $1,708-6.6% | $4,305-63.0% | $2,654-39.9% |
| Participant deferral / active EE | $3,733 | $2,474+50.9% | $5,540-32.6% | $4,375-14.7% |
| Admin fee / account holder | $248 | $846-70.7% | $14,329-98.3% | $834-70.3% |