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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 |
|---|---|---|
SENTARA CAPITAL2+ years Service code 26 · EIN 45-4276691 | Advisory (Participants) | $15,885 |
THE CHEROKEE BENEFITS GROUP, INC.2+ years Service code 15 · EIN 58-2229338 | Recordkeeping | $11,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,911 | $64,909-20.0% | $82,313-36.9% | $62,292-16.7% |
| Participation rate | 43.5% | 74.9%-31.3pp | 76.9%-33.4pp | 69.5%-26.0pp |
| Annual return | 13.54% | 21.18%-7.6pp | 25.88%-12.3pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,056 | $1,676-37.0% | $2,428-56.5% | $2,042-48.3% |
| Participant deferral / active EE | $2,010 | $3,103-35.2% | $3,706-45.8% | $3,169-36.6% |
| Admin fee / account holder | $414 | $440-5.9% | $5,608-92.6% | $479-13.7% |