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 |
|---|---|---|
Service code 27 1150 TIMOTHY RD · ATLANTA, GA 30606 | Advisory (Plan) | $12,425 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,676 | $46,360-59.7% | $147,614-87.3% | $52,331-64.3% |
| Participation rate | 78.8% | 64.9%+13.8pp | 84.6%-5.8pp | 68.1%+10.7pp |
| Annual return | 3.67% | 1.62%+2.1pp | 61.98%-58.3pp | 4.54%-0.9pp |
| Employer contribution / active EE | $610 | $2,126-71.3% | $5,564-89.0% | $1,882-67.6% |
| Participant deferral / active EE | $2,183 | $2,258-3.3% | $4,895-55.4% | $3,022-27.8% |
| Admin fee / account holder | $106 | $766-86.2% | $11,611-99.1% | $592-82.2% |