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 | $90,209 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 27 8816 SIX FORKS ROAD, SUITE 301 · RALEIGH, NC 27615 | Advisory (Plan) | $56,247 |
RSM US LLP5 years Service code 10 · EIN 42-0714325 | Accounting | $2,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $313,579 | $47,722+557.1% | $82,719+279.1% | $64,808+383.9% |
| Participation rate | 99.2% | 67.6%+31.6pp | 72.6%+26.7pp | 71.5%+27.8pp |
| Annual return | -15.55% | -13.05%-2.5pp | 701.18%-716.7pp | 32.82%-48.4pp |
| Employer contribution / active EE | $18,055 | $2,179+728.6% | $3,009+500.1% | $2,506+620.5% |
| Participant deferral / active EE | $12,568 | $3,329+277.5% | $4,395+186.0% | $4,310+191.6% |
| Admin fee / account holder | $379 | $143+165.0% | $5,329-92.9% | $188+101.7% |