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 4-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 |
|---|---|---|
Filed as: BLUE RIDGE ASSOCIATES Service code 14 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $177,752 |
MORRISON COHEN LLP3 years Filed as: MORRISON COHEN Service code 29 · EIN 13-3205994 909 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $32,817 |
Filed as: AEGIS FIDUCIARY SERVICES Service code 21 · EIN 82-1593389 7200 HIGHWAY 278 NE · COVINGTON, GA 30014 | Bank Trustee | $31,458 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,813 | $73,283-90.7% | $155,509-95.6% | $106,382-93.6% |
| Participation rate | 76.5% | 73.3%+3.2pp | 78.2%-1.7pp | 69.9%+6.6pp |
| Annual return | 43.86% | 15.77%+28.1pp | 64.67%-20.8pp | 17.37%+26.5pp |
| Employer contribution / active EE | $671 | $2,247-70.1% | $4,672-85.6% | $3,364-80.0% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $23 | $56-59.3% | $15,912-99.9% | $79-71.2% |