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.
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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 13-2919773 ONE 10TH STREET · AUGUSTA, GA 30901 | Advisory (Plan) | $48,000 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFITS ADMINISTRATOR Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $36,000 |
WITHUMSMITH+BROWN, PC1+ years Filed as: PARKER HUDSON RAINER & DOBBS Service code 29 · EIN 58-1423485 285 PEACHTREE CENTER AVE · ATLANTA, GA 30303 | Legal | $14,023 |
DENNIS G. JENKINS, CPA,LLC1+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $8,800 |
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 | $19,634 | $55,516-64.6% | $75,781-74.1% | $59,188-66.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -0.63% | -1.89%+1.3pp | 9.68%-10.3pp | 5.51%-6.1pp |
| Employer contribution / active EE | $2,562 | $2,604-1.6% | $3,323-22.9% | $2,098+22.1% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $32 | $110-70.6% | $5,299-99.4% | $92-64.9% |