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 |
|---|---|---|
Filed as: TRANSITION FINANCE Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $20,737 |
TRISTAR PENSION LTD2 years Filed as: TRISTAR PENSION CONSULTING Service code 13 9150 N. MAY AVENUE · OKLAHOMA CITY, OK 73120 | Contract Administrator | $3,853 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,926 | $89,739-60.0% | $149,718-76.0% | $62,292-42.3% |
| Participation rate | 98.5% | 85.1%+13.4pp | 87.1%+11.4pp | 69.5%+29.0pp |
| Annual return | 13.75% | 21.01%-7.3pp | 1501.63%-1487.9pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,515 | $3,233-53.1% | $5,445-72.2% | $2,042-25.8% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $190 | $551-65.6% | $11,283-98.3% | $479-60.4% |