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 4-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 |
|---|---|---|
Filed as: TRANSITION FINANCE STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHAROLOTTESVILLE, VA 22911 | Recordkeeping | $17,694 |
TROUTMAN SANDERS LLP1 year Service code 29 · EIN 58-0946915 TROUTMAN SANDERS BUILDING · RICHMOND, VA 23219 | Legal | $12,578 |
Filed as: YOUNT, HYDE & BATBOUR Service code 10 · EIN 54-1149263 50 SOUTH CAMERON STREET · WINCHESTER, VA 22601 | Accounting | $11,955 |
GOLDMAN SACHS1 year Filed as: PERFORMANCE TRUST CAPITAL PARTNERS, Service code 34 · EIN 20-8098412 500 W MADISON · CHICAGO, IL 60661 | Valuation (appraisals, etc.) | $11,000 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $160,055-100.0% | $140,016-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.5%-87.5pp | 82.6%-82.6pp |
| Annual return | 15.18% | 911.38%-896.2pp | 651.12%-635.9pp | 519.73%-504.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |