See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $54,417 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 4000 MCARTHUR BLVD. · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $21,358 |
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 | $33,715 | $54,193-37.8% | $93,606-64.0% | $77,643-56.6% |
| Participation rate | 87.5% | 63.9%+23.5pp | 68.7%+18.7pp | 70.6%+16.9pp |
| Annual return | 13.52% | 30.54%-17.0pp | 133.20%-119.7pp | 31.24%-17.7pp |
| Employer contribution / active EE | $841 | $1,168-28.0% | $2,420-65.2% | $2,726-69.1% |
| Participant deferral / active EE | $2,507 | $3,144-20.3% | $4,411-43.2% | $4,647-46.1% |
| Admin fee / account holder | $208 | $576-63.8% | $8,285-97.5% | $430-51.6% |