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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: VANGUARD FIDELITY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $145,980 |
Filed as: SMITH GAMBRELL & RUSSELL Service code 29 · EIN 58-0967450 250 N. LAURA ST, STE 2600 · JACKSOMVILLE, FL 32202 | Legal | $22,148 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMIM Service code 13 · EIN 65-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $21,884 |
DENNIS G. JENKINS, CPA,LLC6+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, BLDG 500 · KENNESAW, GA 30152 | Accounting | $9,495 |
BHA CONSULTING6+ years Filed as: BHA CONSULTING SERVICES Service code 17 · EIN 26-1384808 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Pension Consulting | $8,700 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-2432390 7402 HODGEN MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $4,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,930 | $78,275+11.1% | $109,143-20.4% | $86,799+0.1% |
| Participation rate | 98.6% | 73.8%+24.8pp | 75.9%+22.7pp | 72.3%+26.3pp |
| Annual return | 26.78% | 19.14%+7.6pp | 25.75%+1.0pp | 97.91%-71.1pp |
| Employer contribution / active EE | $4,527 | $3,105+45.8% | $3,722+21.6% | $2,405+88.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $313 | $198+57.9% | $6,752-95.4% | $170+84.8% |