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 |
|---|---|---|
COLONY CAPITAL MANAGEMENT1+ years Service code 51 · EIN 06-1135830 3060 PEACHTREE RD., NW · ATLANTA, GA 30305 | Investment Mgmt Fees | $22,667 |
JENKINS & ASSOCIATES1+ years Service code 13 · EIN 58-1596154 P. O. BOX 607 · JONESBORO, GA 30237 | Contract Administrator | $14,400 |
WITHUMSMITH+BROWN, PC1+ years Filed as: PARKER, HUDSON,RAINER & DOBBS Service code 29 · EIN 58-1423485 285 PEACHTREE CENTER AVE · ATLANTA, GA 30303 | Legal | $12,132 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 360 INTERESTATE NORTH PKWAY,STE 500 · ATLANTA, GA 30339 | Securities Custodian | $7,388 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS G. JENKINS,COA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $4,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,200 | $56,897-52.2% | $84,750-67.9% | $62,891-56.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -1.54% | 6.30%-7.8pp | 22.78%-24.3pp | 20.14%-21.7pp |
| Employer contribution / active EE | $4,003 | $2,400+66.8% | $3,574+12.0% | $2,281+75.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $584 | $3,581-83.7% | $5,332-89.1% | $4,296-86.4% |