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 |
|---|---|---|
JAMES A. REICHERT2 years Filed as: JAMES JOYNER III Service code 20 157 HENSON STREET · SPARTANBURG, SC 29307 | Trustee (individual) | $30,000 |
PHELPS DUNBAR LLP2 years Service code 29 · EIN 72-0358621 365 CANAL STREET, SUITE 200 · NEW ORLEANS, LA 70130 | Legal | $26,769 |
KUCZAK & ASSOCIATES2 years Service code 10 · EIN 52-2060391 139 N MAIN ST #101 · BEL AIR, MD 210148808 | Accounting | $25,000 |
Filed as: TRANSITIONS FINANCE STRATEGIES, LLC Service code 15 · EIN 13-4238973 54 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22901 | Recordkeeping | $22,669 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,739 | $76,670-40.3% | $96,683-52.7% | $71,457-36.0% |
| Participation rate | 0.0% | 66.6%-66.6pp | 74.3%-74.3pp | 67.9%-67.9pp |
| Annual return | 13.96% | 48.29%-34.3pp | 35.69%-21.7pp | 28.85%-14.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $34,831 | $2,028+1617.3% | $6,730+417.6% | $1,587+2094.3% |