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 | $277,546 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 26 · EIN 33-0818667 | Advisory (Participants) | $106,181 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,276 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,107 | $76,173-47.3% | $81,382-50.7% | $199,593-79.9% |
| Participation rate | 90.2% | 76.3%+13.9pp | 69.5%+20.7pp | 72.0%+18.2pp |
| Annual return | 14.99% | 15.59%-0.6pp | 24.73%-9.7pp | 34.25%-19.3pp |
| Employer contribution / active EE | $1,592 | $2,792-43.0% | $2,463-35.4% | $3,034-47.5% |
| Participant deferral / active EE | $3,532 | $4,201-15.9% | $3,883-9.0% | $5,087-30.6% |
| Admin fee / account holder | $101 | $146-30.9% | $5,768-98.3% | $269-62.5% |