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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 CAPITAL1 year Filed as: SENTARA CAPITAL, LLC Service code 27 3225 SHALLOWFORD RD NE · MARIETTA, GA 30062 | Advisory (Plan) | $31,726 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $851 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,462 | $71,883+57.8% | $86,677+30.9% | $68,494+65.7% |
| Participation rate | 63.9% | 72.2%-8.3pp | 76.6%-12.7pp | 67.9%-4.0pp |
| Annual return | -16.36% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,050 | $2,173-5.7% | $2,836-27.7% | $2,596-21.0% |
| Participant deferral / active EE | $4,221 | $3,779+11.7% | $4,656-9.3% | $4,027+4.8% |
| Admin fee / account holder | $671 | $6,112-89.0% | $7,493-91.0% | $5,403-87.6% |