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 |
|---|---|---|
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS FARGO ADVISORS LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $590,740 |
NATIONAL EMPLOYEE BENEFIT ADMIN10+ years Filed as: NATIONAL EMPLOYEE BENEFITS ADMINIST Service code 13 · EIN 65-0498809 | Contract Administrator | $63,000 |
SMITH, GAMBRELL & RUSSELL, LLP10+ years Service code 29 · EIN 58-0967450 | Legal | $44,516 |
SAWGRASS ASSET MANAGEMENT10+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $36,892 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $35,278 |
Service code 13 · EIN 99-0940151 | Contract Administrator | $30,000 |
TOP DRAWER, INC.1 year Filed as: TOP DRAWER, INC Service code 49 · EIN 59-1550960 | Other Services | $11,851 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,986 | $241,101-57.7% | $103,333-1.3% | $199,593-48.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.90% | 17.80%-6.9pp | 24.88%-14.0pp | 34.25%-23.4pp |
| Employer contribution / active EE | $5,011 | $4,244+18.1% | $3,868+29.6% | $3,034+65.1% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $604 | $288+110.1% | $8,355-92.8% | $269+124.8% |