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 | $762,995 |
SAGEVIEW ADVISORY GROUP, LLC9+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 1400 CENTERPARK BLVD. · WEST PLAM BEACH, FL 33401 | Advisory (Plan) | $88,923 |
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 | $35,393 | $73,034-51.5% | $77,163-54.1% | $80,160-55.8% |
| Participation rate | 91.9% | 78.1%+13.8pp | 69.6%+22.3pp | 72.9%+19.0pp |
| Annual return | 16.12% | 18.56%-2.4pp | 37.87%-21.8pp | 40.38%-24.3pp |
| Employer contribution / active EE | $1,204 | $2,779-56.7% | $2,535-52.5% | $2,978-59.6% |
| Participant deferral / active EE | $3,135 | $4,140-24.3% | $3,833-18.2% | $5,017-37.5% |
| Admin fee / account holder | $145 | $104+40.0% | $5,472-97.3% | $145+0.2% |