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 LLP3+ years Service code 10 818 EAST JEFFERSON STREET · CHARLOTTESVILLE, VA 22902 | Accounting | $11,500 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 13 1523 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $4,310 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $100,557 | $58,726+71.2% | $92,233+9.0% | $62,292+61.4% |
| Participation rate | 66.3% | 68.3%-2.0pp | 76.5%-10.1pp | 69.5%-3.2pp |
| Annual return | 18.61% | 43.62%-25.0pp | 176.28%-157.7pp | 28.90%-10.3pp |
| Employer contribution / active EE | $1,766 | $2,392-26.2% | $3,679-52.0% | $2,042-13.5% |
| Participant deferral / active EE | $3,013 | $2,766+8.9% | $3,897-22.7% | $3,169-4.9% |
| Admin fee / account holder | $171 | $556-69.2% | $5,194-96.7% | $479-64.3% |