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 MANAGEMENT3+ years Service code 51 · EIN 06-1135830 3060 PEACHTREE RD., NW · ATLANTA, GA 30305 | Investment Mgmt Fees | $25,512 |
JENKINS & ASSOCIATES3+ years Service code 13 · EIN 58-1596154 P. O. BOX 607 · JONESBORO, GA 30237 | Contract Administrator | $14,400 |
ARNALL GOLDEN GREGORY LLP2 years Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-0543673 171 17TH ST. NW · ATLANTA, GA 30363 | Legal | $9,400 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 360 INTERESTATE NORTH PKWAY,STE 500 · ATLANTA, GA 30339 | Securities Custodian | $6,873 |
DENNIS G. JENKINS, CPA,LLC2 years Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $5,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,069 | $55,449-49.4% | $83,848-66.5% | $56,287-50.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 4.21% | -1.38%+5.6pp | 850.88%-846.7pp | -9.96%+14.2pp |
| Employer contribution / active EE | $2,247 | $2,430-7.6% | $3,631-38.1% | $2,111+6.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $518 | $656-21.1% | $5,478-90.5% | $521-0.6% |