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 MANAGEMENT4+ years Service code 51 · EIN 06-1135830 3060 PEACHTREE RD., NW · ATLANTA, GA 30305 | Investment Mgmt Fees | $26,194 |
JENKINS & ASSOCIATES4+ years Service code 13 · EIN 58-1596154 P. O. BOX 607 · JONESBORO, GA 30237 | Contract Administrator | $14,400 |
ARNALL GOLDEN GREGORY LLP3 years Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-0543673 171 17TH ST. NW · ATLANTA, GA 30363 | Legal | $10,285 |
DENNIS G. JENKINS, CPA,LLC3 years Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, STE 501 · KENNESAW, GA 30152 | Accounting | $8,650 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 360 INTERESTATE NORTH PKWAY,STE 500 · ATLANTA, GA 30339 | Securities Custodian | $6,835 |
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 | $27,314 | $63,114-56.7% | $92,893-70.6% | $65,185-58.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 4.86% | 28.75%-23.9pp | 109.41%-104.6pp | 29.38%-24.5pp |
| Employer contribution / active EE | $2,199 | $2,571-14.4% | $3,653-39.8% | $2,177+1.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $567 | $624-9.0% | $5,794-90.2% | $847-33.0% |