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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.
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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 CAPITAL3+ years Service code 26 · EIN 45-4276691 | Advisory (Participants) | $17,879 |
THE CHEROKEE BENEFITS GROUP, INC.3+ years Service code 15 · EIN 58-2229338 | Recordkeeping | $10,110 |
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 | $68,065 | $62,586+8.8% | $76,768-11.3% | $64,186+6.0% |
| Participation rate | 51.8% | 72.8%-21.1pp | 77.0%-25.2pp | 69.6%-17.8pp |
| Annual return | -6.33% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,248 | $1,832-31.9% | $2,485-49.8% | $2,381-47.6% |
| Participant deferral / active EE | $2,550 | $3,145-18.9% | $3,852-33.8% | $3,470-26.5% |
| Admin fee / account holder | $588 | $4,667-87.4% | $6,675-91.2% | $4,888-88.0% |