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 | $696,360 |
SAGEVIEW ADVISORY GROUP, LLC7+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1400 CENTERPARK BLVD. · WEST PLAM BEACH, FL 33401 | Advisory (Plan) | $89,617 |
MAYER HOFFMAN MCCANN P.C.7+ years Filed as: MAYERHOFFMANMCCANN P.C. Service code 10 · EIN 43-1947695 | Accounting | $25,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $279,844 | $77,197+262.5% | $86,874+222.1% | $93,030+200.8% |
| Participation rate | 0.0% | 78.2%-78.2pp | 71.6%-71.6pp | 73.9%-73.9pp |
| Annual return | 19.58% | 16.31%+3.3pp | 63.52%-43.9pp | 158.70%-139.1pp |
| Employer contribution / active EE | $1,052 | $2,514-58.2% | $2,495-57.8% | $2,706-61.1% |
| Participant deferral / active EE | $2,976 | $3,831-22.3% | $3,699-19.6% | $4,562-34.8% |
| Admin fee / account holder | $1,193 | $105+1037.1% | $5,828-79.5% | $152+686.7% |