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 | $158,155 |
SAGEVIEW ADVISORY GROUP, LLC6+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,575 | $112,623-57.8% | $106,213-55.2% | $199,593-76.2% |
| Participation rate | 90.7% | 86.2%+4.5pp | 75.3%+15.4pp | 72.0%+18.8pp |
| Annual return | 13.09% | 15.57%-2.5pp | 116.14%-103.0pp | 34.25%-21.2pp |
| Employer contribution / active EE | $2,465 | $4,575-46.1% | $3,171-22.3% | $3,034-18.8% |
| Participant deferral / active EE | $4,073 | $6,659-38.8% | $5,016-18.8% | $5,087-19.9% |
| Admin fee / account holder | $172 | $107+60.7% | $11,033-98.4% | $269-36.1% |