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 |
|---|---|---|
JAMISON MONEY FARMER PC5+ years Filed as: JAMISONMONEYFARMER PC Service code 10 · EIN 63-0933119 2200 JACK WARNER PARKWAY · TUSCALOOSA, AL 35401 | Accounting | $15,000 |
SWERDLIN & COMPANY5+ years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $6,190 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,826 | $72,277+76.9% | $101,248+26.2% | $79,858+60.1% |
| Participation rate | 86.4% | 68.5%+17.9pp | 75.8%+10.6pp | 69.6%+16.7pp |
| Annual return | 6.37% | 22.30%-15.9pp | 46.47%-40.1pp | 31.71%-25.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $686 | $4,400-84.4% | $5,945-88.5% | $5,306-87.1% |