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 | $85,441 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Service code 27 8816 SIX FORKS ROAD, SUITE 301 · RALEIGH, NC 27615 | Advisory (Plan) | $45,924 |
RSM US LLP7 years Service code 10 · EIN 42-0714325 | Accounting | $27,070 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $370,308 | $65,908+461.9% | $81,812+352.6% | $77,643+376.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 13.50% | 26.64%-13.1pp | 773.79%-760.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $20,248 | $2,370+754.2% | $2,912+595.3% | $2,726+642.8% |
| Participant deferral / active EE | $14,164 | $3,505+304.1% | $4,319+228.0% | $4,647+204.8% |
| Admin fee / account holder | $389 | $526-26.2% | $7,386-94.7% | $430-9.7% |