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.11+ years Filed as: WELLS FARGO ADVISORS LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $610,512 |
Service code 13 · EIN 99-0940151 | Contract Administrator | $75,000 |
SMITH, GAMBRELL & RUSSELL, LLP11+ years Service code 29 · EIN 58-0967450 | Legal | $53,352 |
SAWGRASS ASSET MANAGEMENT11+ years Filed as: SAWGRASS ASSET MANAGEMENT LLC Service code 51 · EIN 59-3488505 | Investment Mgmt Fees | $43,878 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $31,596 |
TOP DRAWER, INC.2 years Filed as: TOP DRAWER, INC Service code 49 · EIN 59-1550960 | Other Services | $5,085 |
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 | $97,209 | $103,641-6.2% | $107,525-9.6% | $102,872-5.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 5.41% | 13.08%-7.7pp | 181.32%-175.9pp | 19.06%-13.7pp |
| Employer contribution / active EE | $5,647 | $5,096+10.8% | $3,754+50.4% | $3,526+60.1% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $578 | $276+109.3% | $8,919-93.5% | $292+97.7% |