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 9-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 |
|---|---|---|
Service code 14 · EIN 13-4238973 154 HANSEN RD, STE 102 · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $19,208 |
ADAMS CAPITAL, LLC8 years Service code 34 · EIN 81-1724151 600 GALLERY PKWY 1850 · ATLANTA, GA 30339 | Valuation (appraisals, etc.) | $17,500 |
AGL CPA GROUP2 years Service code 14 · EIN 47-1077462 2905 PREMIERE PARKWAY · DULUTH, GA 30097 | Plan Administrator | $14,000 |
TROUTMAN SANDERS LLP6 years Filed as: TROUTMAN PEPPER, LLP Service code 29 · EIN 58-0946915 P.O. BOX 933652 · ATLANTA, GA 31193 | Legal | $2,384 |
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 | $207,766 | $117,025+77.5% | $91,541+127.0% | $85,563+142.8% |
| Participation rate | 100.0% | 64.2%+35.8pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 3.04% | 18.02%-15.0pp | 20.50%-17.5pp | 31.51%-28.5pp |
| Employer contribution / active EE | $8,098 | $2,120+281.9% | $2,505+223.3% | $2,654+205.2% |
| Participant deferral / active EE | $0 | $3,446-100.0% | $4,008-100.0% | $4,375-100.0% |
| Admin fee / account holder | $222 | $1,242-82.1% | $6,956-96.8% | $834-73.3% |