Filed October 24, 2014
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $198,505 |
SCJ CONSULTING SERVICES1 year Filed as: SCJ CONSULTING SERVICES, LLC Service code 24 · EIN 83-1749716 13121 EASTPOINT PARK BLVD · LOUISVILLE, KY 40223 | Discretionary Trustee | $40,000 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 1400 MEADOWBROOK ROAD · JACKSON, MS 39211 | Accounting | $34,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $131,153-100.0% | $101,326-100.0% | $102,872-100.0% |
| Participation rate | 0.0% | 80.8%-80.8pp | 81.5%-81.5pp | 73.0%-73.0pp |
| Annual return | -27.77% | 23.05%-50.8pp | 36.82%-64.6pp | 19.06%-46.8pp |
| Employer contribution / active EE | $1,429 | $3,900-63.3% | $3,665-61.0% | $3,526-59.5% |
| Participant deferral / active EE | $0 | $10,801-100.0% | $7,994-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $140-100.0% | $11,185-100.0% | $292-100.0% |