Filed October 23, 2019 (most recent of 11 filings on file)
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 Service code 15 · EIN 01-0233346 | Recordkeeping | $102,443 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Service code 27 8816 SIX FORKS ROAD, SUITE 301 · RALEIGH, NC 27615 | Advisory (Plan) | $45,000 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $23,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $415,177 | $63,745+551.3% | $98,442+321.7% | $79,386+423.0% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 15.94% | 625.80%-609.9pp | 1492.73%-1476.8pp | 116.85%-100.9pp |
| Employer contribution / active EE | $18,810 | $2,557+635.7% | $2,960+535.5% | $2,427+674.9% |
| Participant deferral / active EE | $12,574 | $3,303+280.6% | $4,276+194.0% | $4,046+210.8% |
| Admin fee / account holder | $449 | $516-13.0% | $5,949-92.5% | $626-28.4% |