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 RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $577,375 |
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY Service code 27 233 S WACKER DR. · CHICAGO, IL 60606 | Advisory (Plan) | $60,000 |
KATZ, SAPPER & MILLER4 years Service code 10 800 E 96TH ST #500 · INDIANAPOLIS, IN 46240 | Accounting | $21,000 |
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 | $46,115 | $99,062-53.4% | $136,007-66.1% | $99,062-53.4% |
| Participation rate | 96.1% | 71.6%+24.5pp | 76.5%+19.6pp | 71.6%+24.5pp |
| Annual return | 16.46% | 17.66%-1.2pp | 579.32%-562.9pp | 17.66%-1.2pp |
| Employer contribution / active EE | $2,413 | $3,262-26.0% | $4,217-42.8% | $3,262-26.0% |
| Participant deferral / active EE | $5,899 | $5,331+10.6% | $7,025-16.0% | $5,331+10.6% |
| Admin fee / account holder | $108 | $109-1.2% | $6,858-98.4% | $109-1.2% |