Filed March 15, 2021 (most recent of 3 filings on file)
Total covered: 9 employees
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 |
|---|---|---|
HANTZMON WIEBEL LLP1+ years Service code 10 818 EAST JEFFERSON STREET · CHARLOTTESVILLE, VA 22902 | Accounting | $10,000 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 13 1523 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $5,313 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $150 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,301 | $133,467-36.8% | $75,781+11.2% | - |
| Participation rate | 72.7% | 60.6%+12.2pp | 75.8%-3.1pp | - |
| Annual return | 1.96% | -2.40%+4.4pp | 9.68%-7.7pp | - |
| Employer contribution / active EE | $1,593 | $1,704-6.5% | $3,323-52.1% | - |
| Participant deferral / active EE | $2,745 | $2,196+25.0% | $3,651-24.8% | - |
| Admin fee / account holder | $168 | $9,890-98.3% | $5,299-96.8% | - |