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 |
|---|---|---|
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RET PLAN SERICES Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $244 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 13 1523 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $0 |
HANTZMON WIEBEL LLP8+ years Service code 10 701 E WATER STREET, SUITE 300 · CHARLOTTESVILLE, VA 22902 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,953 | $64,119+41.9% | $112,228-19.0% | $66,914+35.9% |
| Participation rate | 74.1% | 68.5%+5.6pp | 75.1%-1.0pp | 69.8%+4.3pp |
| Annual return | -18.53% | -13.81%-4.7pp | 27.45%-46.0pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,779 | $3,005-7.5% | $3,635-23.6% | $2,544+9.2% |
| Participant deferral / active EE | $4,006 | $3,693+8.5% | $4,728-15.3% | $4,237-5.4% |
| Admin fee / account holder | $2 | $625-99.7% | $6,410-100.0% | $593-99.7% |