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 |
|---|---|---|
Filed as: VANGUARD FIDELITY TRUST Service code 19 · EIN 23-2186884 P. O. BOX 1101 · VALLEY FORGE, PA 19482 | Securities Custodian | $168,627 |
Filed as: SMITH GAMBRELL & RUSSELL Service code 29 · EIN 58-0967450 250 N. LAURA ST, STE 2600 · JACKSOMVILLE, FL 32202 | Legal | $27,362 |
Filed as: NATIONAL EMPLOYEE BENEFIT ADMIM Service code 13 · EIN 65-0498809 8657 BAYPINE RD BLDG 5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $22,394 |
BHA CONSULTING7+ years Filed as: BHA CONSULTING SERVICES Service code 17 · EIN 26-1384808 5400 LAUREL SPRINGS PKWAY · SUWANEE, GA 30024 | Pension Consulting | $20,611 |
DENNIS G. JENKINS, CPA,LLC7+ years Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN, BLDG 500 · KENNESAW, GA 30152 | Accounting | $15,000 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-2432390 7402 HODGEN MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $6,000 |
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 | $75,435 | $106,236-29.0% | $112,228-32.8% | $64,808+16.4% |
| Participation rate | 96.7% | 71.7%+25.1pp | 75.1%+21.7pp | 71.5%+25.3pp |
| Annual return | -13.69% | -6.02%-7.7pp | 27.45%-41.1pp | 32.82%-46.5pp |
| Employer contribution / active EE | $4,678 | $3,166+47.7% | $3,635+28.7% | $2,506+86.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $366 | $452-19.0% | $6,410-94.3% | $188+94.7% |