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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: AEGIS FIDUCIARY SERVICES Service code 21 · EIN 82-1593389 | Bank Trustee | $169,277 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $122,289 |
MORRISON COHEN LLP1 year Service code 29 909 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $22,423 |
TMI TRUST COMPANY1 year Service code 27 · EIN 75-2707772 | Advisory (Plan) | $21,504 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,187,854 | $50,458+2254.1% | $159,960+642.6% | $64,808+1732.9% |
| Participation rate | 0.0% | 68.0%-68.0pp | 78.0%-78.0pp | 71.5%-71.5pp |
| Annual return | 0.04% | -13.42%+13.5pp | 408.60%-408.6pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $1,722-100.0% | $4,226-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $4,004-100.0% | $6,182-100.0% | $4,310-100.0% |
| Admin fee / account holder | $336,033 | $706+47496.1% | $8,698+3763.4% | $188+178837.0% |