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 | $44,729 |
ADAMS CAPITAL, LLC7 years Service code 34 · EIN 81-1724151 600 GALLERY PKWY 1850 · ATLANTA, GA 30339 | Valuation (appraisals, etc.) | $35,000 |
AGL CPA GROUP1 year Service code 14 · EIN 47-1077462 2905 PREMIERE PARKWAY · DULUTH, GA 30097 | Plan Administrator | $26,450 |
TROUTMAN SANDERS LLP5 years Filed as: TROUTMAN PEPPER, LLP Service code 29 · EIN 58-0946915 P.O. BOX 933652 · ATLANTA, GA 31193 | Legal | $14,496 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,038 | $66,457+223.6% | $81,382+164.2% | $77,643+177.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 69.5%+30.5pp | 70.6%+29.4pp |
| Annual return | 18.08% | 15.93%+2.2pp | 24.73%-6.6pp | 31.24%-13.2pp |
| Employer contribution / active EE | $6,660 | $2,159+208.4% | $2,463+170.4% | $2,726+144.3% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,647-100.0% |
| Admin fee / account holder | $818 | $583+40.5% | $5,768-85.8% | $430+90.1% |