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: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 2001 CALDWELL DR · GOODLETTSVILLE, TN 37072 | Plan Administrator | $585,301 |
BLACKSTONE7 years Filed as: BLACKSTONE GROUP Service code 28 · EIN 83-3025827 | Investment Management | $515,713 |
CHEIRON3 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-1835864 | Actuarial | $221,736 |
ALAN BILLER & ASSOCIATES11+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $130,000 |
Filed as: THE YOUNGDAHL LAW FIRM Service code 29 4203 MONTROSE BLVD STE 280 · HOUSTON, TX 77006 | Legal | $102,829 |
DODGE & COX1 year Filed as: DODGE AND COX Service code 19 801 PENNSYLVANIA AVE SUITE 219502 · KANSAS CITY, MO 641051307 | Securities Custodian | $56,888 |
Filed as: HEITMAN Service code 10 · EIN 85-4174675 | Accounting | $55,732 |
Filed as: CAMDEN ASSET MANAGEMENT Service code 52 · EIN 95-4319164 | Indirect Investment Fees | $49,086 |
DECARLO & SHANLEY3 years Filed as: SHANLEY, APC Service code 29 · EIN 95-4022565 | Legal | $45,761 |
Service code 29 223 ROSA L PARKS AVE, · NASHVILLE, TN 37203 | Legal | $37,990 |
See 1 actuary disclosure. $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.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $284,260-100.0% | $284,260-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 22.7%-22.7pp | 15.3%-15.3pp | 39.2%-39.2pp |
| Annual return | -98.27% | 44.00%-142.3pp | 37.43%-135.7pp | 13.91%-112.2pp |
| Employer contribution / active EE | $0 | $42,786-100.0% | $38,058-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $125-100.0% | $121-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $266,169-100.0% | $266,169-100.0% | $41,846-100.0% |