Filed July 27, 2018 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 |
|---|---|---|
Service code 13 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $11,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,106 | $31,424-13.7% | $81,478-66.7% | $69,631-61.1% |
| Participation rate | 99.2% | 50.8%+48.4pp | 68.0%+31.3pp | 70.7%+28.6pp |
| Annual return | 30.40% | 22.44%+8.0pp | 38.78%-8.4pp | 27571.02%-27540.6pp |
| Employer contribution / active EE | $1,904 | $1,029+85.0% | $2,568-25.8% | $2,032-6.3% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $10 | $103-90.2% | $4,561-99.8% | $110-90.9% |