See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JAMES A. REICHERT4 years Filed as: JAMES RIVER WEALTH ADVISORS Service code 26 15521 MIDLOTHIAN TURNPIKE · MIDLOTHIAN, VA 23113 | Advisory (Participants) | $43,978 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $12,533 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 27-4411131 | Bank Trustee | $5,387 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,632 | $69,362+20.6% | $101,248-17.4% | $73,488+13.8% |
| Participation rate | 80.7% | 68.4%+12.3pp | 75.8%+4.9pp | 70.7%+10.0pp |
| Annual return | 13.19% | 18.46%-5.3pp | 46.47%-33.3pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,082 | $2,628-58.8% | $3,660-70.4% | $2,270-52.3% |
| Participant deferral / active EE | $3,805 | $3,300+15.3% | $4,370-12.9% | $3,740+1.7% |
| Admin fee / account holder | $389 | $704-44.7% | $5,945-93.5% | $513-24.1% |