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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.
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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 RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $32,515 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 29 · EIN 33-0818667 | Legal | $25,000 |
ACTUARIAL BENEFITS CORP4 years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $15,298 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,235 | $66,098+19.9% | $101,794-22.2% | $74,304+6.6% |
| Participation rate | 31.0% | 53.8%-22.7pp | 69.2%-38.2pp | 60.3%-29.3pp |
| Annual return | 12.02% | 19.59%-7.6pp | 30.53%-18.5pp | 29.43%-17.4pp |
| Employer contribution / active EE | $273 | $1,082-74.8% | $2,289-88.1% | $2,241-87.8% |
| Participant deferral / active EE | $1,420 | $2,781-48.9% | $4,084-65.2% | $3,767-62.3% |
| Admin fee / account holder | $668 | $4,146-83.9% | $8,777-92.4% | $2,969-77.5% |