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 27 1150 TIMOTHY RD · ATLANTA, GA 30606 | Advisory (Plan) | $15,361 |
QUALIFIED PLANS, LLC2 years Service code 13 PO BOX 1768 · SAVANNAH, GA 31402 | Contract Administrator | $6,801 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $3,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,632 | $55,453-62.8% | $170,442-87.9% | $62,292-66.9% |
| Participation rate | 64.6% | 66.4%-1.8pp | 83.6%-19.0pp | 69.5%-4.9pp |
| Annual return | 15.62% | 21.38%-5.8pp | 205.93%-190.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $666 | $2,164-69.2% | $5,433-87.7% | $2,042-67.4% |
| Participant deferral / active EE | $1,906 | $2,303-17.2% | $4,939-61.4% | $3,169-39.9% |
| Admin fee / account holder | $158 | $455-65.4% | $13,880-98.9% | $479-67.1% |