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 | $490,556 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW ADVISORY Service code 27 233 S WACKER DR. · CHICAGO, IL 60606 | Advisory (Plan) | $75,000 |
KATZ, SAPPER & MILLER2 years Service code 10 800 E 96TH ST #500 · INDIANAPOLIS, IN 46240 | Accounting | $18,000 |
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 | $35,291 | $140,190-74.8% | $115,756-69.5% | $77,904-54.7% |
| Participation rate | 95.3% | 81.0%+14.3pp | 77.1%+18.2pp | 73.7%+21.6pp |
| Annual return | -15.07% | -13.46%-1.6pp | 143.14%-158.2pp | 12.21%-27.3pp |
| Employer contribution / active EE | $2,391 | $3,169-24.6% | $3,793-37.0% | $2,848-16.0% |
| Participant deferral / active EE | $5,343 | $5,401-1.1% | $6,254-14.6% | $4,806+11.2% |
| Admin fee / account holder | $114 | $138-17.8% | $8,124-98.6% | $133-14.1% |