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 LLP5+ 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 | $3,931 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RET PLAN SERICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $300 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,599 | $63,114+56.2% | $92,893+6.1% | $65,185+51.3% |
| Participation rate | 70.2% | 68.8%+1.5pp | 76.0%-5.8pp | 70.2%0pp |
| Annual return | 22.82% | 28.75%-5.9pp | 109.41%-86.6pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,785 | $2,571-30.6% | $3,653-51.1% | $2,177-18.0% |
| Participant deferral / active EE | $3,280 | $3,108+5.5% | $4,236-22.6% | $3,514-6.6% |
| Admin fee / account holder | $122 | $624-80.4% | $5,794-97.9% | $847-85.5% |