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 FINANCIAL STRATEGIES,LLC Service code 64 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $49,906 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 1201 PEACHTREE ST. NW 14TH FL · ATLANTA, GA 30309 | Legal | $47,487 |
KROLL1 year Filed as: KROLL, LLC Service code 29 167 N. GREEN ST. · CHICAGO, IL 60607 | Legal | $26,250 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,707 | $89,436-46.7% | $164,813-71.1% | $77,643-38.6% |
| Participation rate | 99.3% | 78.6%+20.7pp | 78.6%+20.7pp | 70.6%+28.8pp |
| Annual return | 26.33% | 28.83%-2.5pp | 69.93%-43.6pp | 31.24%-4.9pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $245 | $339-28.0% | $12,690-98.1% | $430-43.2% |