Filed February 23, 2006
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $180,595 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $89,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,013 | $94,339-17.3% | $75,670+3.1% | $177,276-56.0% |
| Participation rate | 56.3% | 80.3%-24.0pp | 72.3%-16.1pp | 74.8%-18.6pp |
| Annual return | 21.87% | 18.58%+3.3pp | 27.34%-5.5pp | 21.25%+0.6pp |
| Employer contribution / active EE | $290 | $2,982-90.3% | $2,352-87.7% | $2,479-88.3% |
| Participant deferral / active EE | $1,990 | $3,974-49.9% | $3,142-36.7% | $3,881-48.7% |
| Admin fee / account holder | $79 | $53+49.0% | $5,800-98.6% | $154-48.8% |