Filed November 6, 2024
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 6-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 SRVS Service code 37 · EIN 01-0233346 | Loan Processing | $87,038 |
SAGEVIEW ADVISORY GROUP, LLC2+ years Filed as: SAGEVIEW ADVISORS Service code 27 233 S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $44,812 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,944 | $105,190-66.8% | $98,907-64.7% | $90,288-61.3% |
| Participation rate | 87.0% | 86.4%+0.7pp | 76.0%+11.0pp | 73.4%+13.7pp |
| Annual return | 29.93% | 18.52%+11.4pp | 196.43%-166.5pp | 53.97%-24.0pp |
| Employer contribution / active EE | $677 | $3,831-82.3% | $2,689-74.8% | $2,524-73.2% |
| Participant deferral / active EE | $2,505 | $5,616-55.4% | $4,244-41.0% | $4,232-40.8% |
| Admin fee / account holder | $116 | $97+19.7% | $6,642-98.2% | $114+2.1% |