See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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: TRANSITION FINANCE Service code 15 · EIN 13-4238973 154 HANSEN RD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $31,089 |
Service code 34 · EIN 27-2873949 383 BOSTON POST ROAD · SUDBURY, MA 01776 | Valuation (appraisals, etc.) | $14,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,142 | $91,407-59.4% | $135,903-72.7% | $71,457-48.0% |
| Participation rate | 98.9% | 75.7%+23.2pp | 81.9%+17.0pp | 67.9%+31.0pp |
| Annual return | 4.58% | 29.90%-25.3pp | 68.23%-63.6pp | 28.85%-24.3pp |
| Employer contribution / active EE | $3,113 | $3,703-15.9% | $4,856-35.9% | $2,588+20.3% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $223 | $1,266-82.3% | $10,762-97.9% | $1,587-85.9% |