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 |
|---|---|---|
FIRST FINANCIAL BANK1+ years Service code 19 · EIN 35-0704860 1 FIRST FINANCIAL PLAZA · TERRE HAUTE, IN 47807 | Securities Custodian | $95,907 |
TONYA DAVIDSON-KINCAID1+ years Service code 14 · EIN 35-0416012 1100 POPLAR ST STE B · TERRE HAUTE, IN 47807 | Plan Administrator | $93,931 |
CATHY HAYES1+ years Filed as: CATHY DAUGHERTY Service code 30 · EIN 35-0416012 1100 POPLAR ST STE B · TERRE HAUTE, IN 47807 | Employee (plan) | $53,836 |
SHANNON & ASSOCIATES, LLP1+ years Filed as: SHANNON SENTENEY Service code 30 · EIN 35-0416012 1100 POPLAR ST STE B · TERRE HAUTE, IN 47807 | Employee (plan) | $53,836 |
SACKRIDER & COMPANY, INC.1+ years Filed as: SACKRIDER & CO., INC. Service code 10 · EIN 35-1327464 1925 WABASH AVE · TERRE HAUTE, IN 47807 | Accounting | $45,140 |
ISSI1+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Consulting | $24,895 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST STE 610 · CARMEL, IN 46032 | Actuarial | $20,000 |
DIANA BOYD1+ years Service code 30 · EIN 35-0416012 1100 POPLAR ST STE B · TERRE HAUTE, IN 47807 | Employee (plan) | $17,820 |
WRIGHT SHAGLEY & LOWERY1+ years Filed as: WRIGHT, SHAGLEY, LOWERY Service code 29 · EIN 35-1388024 500 OHIO ST · TERRE HAUTE, IN 47807 | Legal | $6,226 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,968 | $80,354-78.9% | $133,980-87.3% | $63,975-73.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 2.31% | 13.11%-10.8pp | 29.30%-27.0pp | 48.65%-46.3pp |
| Employer contribution / active EE | $1,867 | $3,503-46.7% | $5,211-64.2% | $2,182-14.4% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $124 | $69+78.5% | $9,324-98.7% | $70+75.7% |