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.
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 | $421,966 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1400 CENTERPARK BLVD. · WEST PLAM BEACH, FL 33401 | Advisory (Plan) | $59,922 |
MAYER HOFFMAN MCCANN P.C.6+ years Filed as: MAYERHOFFMANMCCANN P.C. Service code 10 · EIN 43-1947695 | Accounting | $35,764 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,059 | $72,066-43.0% | $81,930-49.9% | $90,288-54.5% |
| Participation rate | 87.7% | 78.9%+8.8pp | 72.0%+15.7pp | 73.4%+14.4pp |
| Annual return | 13.23% | 15.92%-2.7pp | 29.49%-16.3pp | 53.97%-40.7pp |
| Employer contribution / active EE | $1,032 | $2,335-55.8% | $4,310-76.0% | $2,524-59.1% |
| Participant deferral / active EE | $2,786 | $3,557-21.7% | $7,107-60.8% | $4,232-34.2% |
| Admin fee / account holder | $133 | $92+43.6% | $5,158-97.4% | $114+16.4% |