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 10-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 |
|---|---|---|
AVENIR CORPORATION1+ years Service code 51 · EIN 54-1146619 1919 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20006 | Investment Mgmt Fees | $60,228 |
Filed as: ROCHDALE INVESTMENT MANAGEMENT Service code 51 · EIN 13-3360819 1919 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20006 | Investment Mgmt Fees | $12,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $460,729 | $70,002+558.2% | $115,037+300.5% | $52,331+780.4% |
| Participation rate | 98.2% | 72.1%+26.1pp | 81.4%+16.9pp | 68.1%+30.1pp |
| Annual return | 0.72% | 4.04%-3.3pp | 26.14%-25.4pp | 4.54%-3.8pp |
| Employer contribution / active EE | $21,033 | $2,715+674.7% | $4,608+356.5% | $1,882+1017.7% |
| Participant deferral / active EE | $13,052 | $4,920+165.3% | $6,026+116.6% | $3,022+331.9% |
| Admin fee / account holder | $709 | $566+25.2% | $8,175-91.3% | $592+19.8% |