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 |
|---|---|---|
Service code 64 · EIN 54-1521351 1523 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Recordkeeping Fees | $13,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,451 | $50,464-13.9% | $75,781-42.7% | $52,331-17.0% |
| Participation rate | 62.7% | 66.8%-4.1pp | 75.8%-13.1pp | 68.1%-5.4pp |
| Annual return | 0.62% | 1.03%-0.4pp | 9.68%-9.1pp | 4.54%-3.9pp |
| Employer contribution / active EE | $126 | $1,988-93.6% | $3,323-96.2% | $1,882-93.3% |
| Participant deferral / active EE | $1,688 | $2,570-34.3% | $3,651-53.8% | $3,022-44.2% |
| Admin fee / account holder | $107 | $1,103-90.3% | $5,299-98.0% | $592-81.8% |