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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 | $15,343 |
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 | $50,934 | $58,726-13.3% | $92,233-44.8% | $62,292-18.2% |
| Participation rate | 67.0% | 68.3%-1.4pp | 76.5%-9.5pp | 69.5%-2.5pp |
| Annual return | 14.10% | 43.62%-29.5pp | 176.28%-162.2pp | 28.90%-14.8pp |
| Employer contribution / active EE | $152 | $2,392-93.7% | $3,679-95.9% | $2,042-92.6% |
| Participant deferral / active EE | $1,972 | $2,766-28.7% | $3,897-49.4% | $3,169-37.8% |
| Admin fee / account holder | $120 | $556-78.5% | $5,194-97.7% | $479-75.0% |