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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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC6 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 29 · EIN 33-0818667 | Legal | $25,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $24,987 |
ACTUARIAL BENEFITS CORP3 years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $14,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,561 | $59,417+20.4% | $93,606-23.6% | $74,495-3.9% |
| Participation rate | 30.9% | 59.7%-28.8pp | 68.7%-37.8pp | 67.2%-36.3pp |
| Annual return | 9.36% | 81.83%-72.5pp | 133.20%-123.8pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $274 | $1,264-78.3% | $2,420-88.7% | $2,623-89.6% |
| Participant deferral / active EE | $1,379 | $3,050-54.8% | $4,411-68.7% | $4,346-68.3% |
| Admin fee / account holder | $606 | $3,021-79.9% | $8,285-92.7% | $1,942-68.8% |