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 | $99,333 |
RSM US LLP6 years Service code 10 · EIN 42-0714325 | Accounting | $44,000 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Service code 27 8816 SIX FORKS ROAD, SUITE 301 · RALEIGH, NC 27615 | Advisory (Plan) | $33,750 |
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 | $354,877 | $52,208+579.7% | $86,612+309.7% | $74,419+376.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.7%+28.3pp | 70.7%+29.3pp |
| Annual return | 18.11% | 44.46%-26.4pp | 591.07%-573.0pp | 34.38%-16.3pp |
| Employer contribution / active EE | $19,023 | $2,282+733.6% | $3,022+529.4% | $2,637+621.3% |
| Participant deferral / active EE | $13,169 | $3,383+289.3% | $4,438+196.8% | $4,528+190.8% |
| Admin fee / account holder | $435 | $319+36.5% | $5,614-92.3% | $348+25.1% |