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 | $137,167 |
SAGEVIEW ADVISORY GROUP, LLC5+ years Filed as: SAGEVIEW ADVISORS Service code 27 233 S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $45,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,859 | $104,631-60.9% | $98,439-58.5% | $80,160-49.0% |
| Participation rate | 89.6% | 87.5%+2.1pp | 75.2%+14.4pp | 72.9%+16.7pp |
| Annual return | 17.47% | 34.72%-17.3pp | 21.16%-3.7pp | 40.38%-22.9pp |
| Employer contribution / active EE | $2,146 | $4,517-52.5% | $3,048-29.6% | $2,978-27.9% |
| Participant deferral / active EE | $3,687 | $6,545-43.7% | $4,738-22.2% | $5,017-26.5% |
| Admin fee / account holder | $151 | $105+44.1% | $8,948-98.3% | $145+4.2% |