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 |
|---|---|---|
CHERRY BEKAERT LLP2+ years Filed as: CHERRY BEKAERT WEALTH MANAGEMENT Service code 27 222 CENTRAL PARK AVE, SUITE 1400 · VIRGINIA BEACH, VA 23462 | Advisory (Plan) | $20,154 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $8,630 |
CHERRY BEKAERT LLP2+ years Service code 13 · EIN 56-0574444 | Contract Administrator | $855 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $112,129 | $63,346+77.0% | $92,233+21.6% | $70,131+59.9% |
| Participation rate | 76.7% | 68.7%+8.1pp | 76.5%+0.3pp | 69.5%+7.2pp |
| Annual return | 19.48% | 530.12%-510.6pp | 176.28%-156.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,050 | $2,471-17.0% | $3,679-44.3% | $2,342-12.5% |
| Participant deferral / active EE | $3,884 | $2,854+36.1% | $3,897-0.3% | $3,332+16.6% |
| Admin fee / account holder | $353 | $3,840-90.8% | $5,194-93.2% | $4,645-92.4% |