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 | $778,196 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1400 CENTERPARK BLVD. · WEST PLAM BEACH, FL 33401 | Advisory (Plan) | $96,387 |
Service code 10 · EIN 43-1947695 | Accounting | $26,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,465 | $61,756-45.8% | $70,092-52.3% | $77,904-57.0% |
| Participation rate | 89.5% | 79.9%+9.6pp | 70.5%+19.0pp | 73.7%+15.8pp |
| Annual return | -7.11% | -11.86%+4.8pp | 190.73%-197.8pp | 12.21%-19.3pp |
| Employer contribution / active EE | $1,113 | $2,706-58.9% | $2,559-56.5% | $2,848-60.9% |
| Participant deferral / active EE | $3,185 | $3,977-19.9% | $3,849-17.2% | $4,806-33.7% |
| Admin fee / account holder | $170 | $101+67.7% | $6,267-97.3% | $133+28.1% |