See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $116,779 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 | Advisory (Plan) | $9,986 |
CROWE LLP1+ years Service code 10 225 WEST WACKER DRIVE · CHICAGO, IL 606061224 | Accounting | $5,331 |
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 | $106,724 | $86,897+22.8% | $151,611-29.6% | $64,808+64.7% |
| Participation rate | 99.9% | 87.3%+12.6pp | 87.5%+12.4pp | 71.5%+28.4pp |
| Annual return | -13.14% | -3.57%-9.6pp | 3.33%-16.5pp | 32.82%-46.0pp |
| Employer contribution / active EE | $9,423 | $4,010+135.0% | $6,166+52.8% | $2,506+276.1% |
| Participant deferral / active EE | $12,507 | $6,690+87.0% | $8,363+49.5% | $4,310+190.2% |
| Admin fee / account holder | $116 | $153-23.9% | $11,616-99.0% | $188-38.0% |