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 10-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 |
|---|---|---|
SG ADVISORS2 years Service code 26 · EIN 82-2963222 471 WEST 36TH AVE, STE 202 · ANCHORAGE, AK 995035853 | Advisory (Participants) | $29,828 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,034 | $69,362+3.9% | $101,248-28.9% | $73,488-2.0% |
| Participation rate | 31.7% | 68.4%-36.7pp | 75.8%-44.1pp | 70.7%-39.0pp |
| Annual return | 16.98% | 18.46%-1.5pp | 46.47%-29.5pp | 28.51%-11.5pp |
| Employer contribution / active EE | $0 | $2,628-100.0% | $3,660-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,703 | $3,300+42.5% | $4,370+7.6% | $3,740+25.8% |
| Admin fee / account holder | $446 | $704-36.6% | $5,945-92.5% | $513-13.1% |