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 | $88,783 |
SAGEVIEW ADVISORY GROUP, LLC11+ years Service code 27 8816 SIX FORKS ROAD, SUITE 301 · RALEIGH, NC 27615 | Advisory (Plan) | $50,000 |
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).
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 | $385,061 | $61,058+530.6% | $71,209+440.7% | $85,563+350.0% |
| Participation rate | 99.6% | 58.6%+41.1pp | 73.8%+25.9pp | 66.0%+33.7pp |
| Annual return | 15.17% | 100.41%-85.2pp | 282.51%-267.3pp | 31.51%-16.3pp |
| Employer contribution / active EE | $20,260 | $2,199+821.5% | $2,721+644.6% | $2,654+663.5% |
| Participant deferral / active EE | $14,524 | $3,173+357.8% | $4,175+247.9% | $4,375+232.0% |
| Admin fee / account holder | $331 | $855-61.2% | $5,349-93.8% | $834-60.3% |