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 | $14,905 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,160 | $44,473-14.2% | $76,523-50.1% | $55,725-31.5% |
| Participation rate | 98.2% | 51.0%+47.2pp | 68.0%+30.2pp | 70.9%+27.4pp |
| Annual return | 27.63% | -2.01%+29.6pp | -0.27%+27.9pp | 244.93%-217.3pp |
| Employer contribution / active EE | $2,922 | $1,101+165.4% | $2,647+10.4% | $2,078+40.6% |
| Participant deferral / active EE | $0 | $1,988-100.0% | $3,835-100.0% | $3,356-100.0% |
| Admin fee / account holder | $15 | $134-89.1% | $4,848-99.7% | $115-87.3% |