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 | $13,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,402 | $52,884-16.0% | $84,750-47.6% | $55,167-19.5% |
| Participation rate | 63.9% | 67.5%-3.6pp | 76.6%-12.7pp | 69.0%-5.1pp |
| Annual return | 7.36% | 18.03%-10.7pp | 22.78%-15.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,771 | $2,644-33.0% | $3,712-52.3% | $3,054-42.0% |
| Admin fee / account holder | $107 | $581-81.6% | $5,332-98.0% | $504-78.8% |