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 LLP4+ years Service code 10 818 EAST JEFFERSON STREET · CHARLOTTESVILLE, VA 22902 | Accounting | $8,500 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 13 1523 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $4,617 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $325 |
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 | $100,849 | $57,354+75.8% | $83,848+20.3% | $64,186+57.1% |
| Participation rate | 70.2% | 68.6%+1.6pp | 76.1%-5.9pp | 69.6%+0.6pp |
| Annual return | -2.78% | 11.38%-14.2pp | 850.88%-853.7pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,905 | $2,545-25.1% | $3,631-47.5% | $2,381-20.0% |
| Participant deferral / active EE | $3,426 | $2,993+14.5% | $4,082-16.1% | $3,470-1.2% |
| Admin fee / account holder | $153 | $4,046-96.2% | $5,478-97.2% | $4,888-96.9% |