Filed September 29, 2017 (most recent of 2 filings on file)
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 | $42,118 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $16,885 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,116 | $78,485-31.0% | $106,213-49.0% | $74,495-27.4% |
| Participation rate | 87.3% | 72.8%+14.5pp | 75.3%+12.0pp | 67.2%+20.1pp |
| Annual return | 14.93% | 15.95%-1.0pp | 116.14%-101.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,229 | $2,523-11.7% | $3,171-29.7% | $2,623-15.0% |
| Participant deferral / active EE | $3,858 | $4,322-10.8% | $5,016-23.1% | $4,346-11.2% |
| Admin fee / account holder | $233 | $2,232-89.6% | $11,033-97.9% | $1,942-88.0% |