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 6-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 64 · EIN 13-4238973 154 HANSEN RD # 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $83,542 |
STINSON LEONARD STREET1 year Filed as: STINSON Service code 29 7700 FORSYTH BOULEVARD · ST. LOUIS, MO 63105 | Legal | $62,374 |
Filed as: UBS Service code 21 · EIN 13-2638165 UBS FINANCIAL SERVICES, INC. · WEEHAWKEN, NJ 07086 | Bank Trustee | $55,644 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 BUILDING III SUITE LL · BRANSON, MO 656164172 | Accounting | $48,894 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,781-100.0% | $133,956-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | 0.06% | 41.94%-41.9pp | 45.09%-45.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |