See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 ONE 10TH ST, STE 600 · AUGUSTA, GA 30901 | Advisory (Plan) | $173,000 |
ATLANTA CAPITAL MANAGEMENT1+ years Service code 28 · EIN 58-2236910 1349 W. PEACHTREE ST · ATLANTA, GA 30303 | Investment Management | $163,044 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 13 · EIN 62-1116095 3835 PRESIDENTIAL PKWAY · ATLANTA, GA 30340 | Contract Administrator | $135,132 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 900 ASHWOOD PKWAY · ATLANTA, GA 30338 | Actuarial | $128,033 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 52-2288019 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Investment Management | $125,340 |
VLEARBRIDGE ASSET MANAGEMENT1+ years Service code 28 · EIN 20-5991122 620 EIGHTH AVE · NEW YORK, NY 10018 | Investment Management | $104,615 |
POLEN CAPITAL1+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 2700 NORTH MILITARY TRAIL · BOCA RATON, FL 33431 | Investment Management | $99,469 |
MANNING & NAPIER1+ years Service code 28 · EIN 58-6123585 290 WOODCLIFF DR · FAIRPORT, NY 14450 | Investment Management | $95,335 |
PENN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 22-2796848 3 CRESENT DR, STE 300 · PHILADELPIA, PA 19112 | Investment Management | $94,632 |
HERNDON CAPITAL MANAGEMENT1+ years Service code 28 · EIN 26-3757865 191 PEACHTREE ST NE, STE 2500 · ATLANTA, GA 30303 | Investment Management | $88,267 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | 2.05% | 1.36%+0.7pp | -1.61%+3.7pp | 1.67%+0.4pp |
| Employer contribution / active EE | $7,934 | $10,832-26.8% | $30,840-74.3% | $10,506-24.5% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |