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 | $707,152 |
CHEIRON2 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $648,479 |
ALAN BILLER & ASSOCIATES10+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $190,000 |
Filed as: HEITMAN Service code 10 · EIN 85-4174675 | Accounting | $175,181 |
GERDING EDLEN3 years Service code 28 151 SW 1ST AVE SUITE 300 · PORTLAND, OR 97204 | Investment Management | $170,770 |
DECARLO & SHANLEY2 years Filed as: SHANLEY, APC Service code 29 · EIN 95-4022565 | Legal | $169,502 |
MESA WEST RE INCOME FD IV, GP, LLC3 years Filed as: MESA WEST Service code 28 11755 WILSHIRE BOULEVARD SUITE 2100 · LOS ANGELES, CA 90025 | Investment Management | $130,000 |
GREENBRIAR EQUITY GROUP LLC2 years Filed as: GREENBRIAR EQUITY GROUP, L.P. Service code 28 1 GREENWICH PLAZA · GREENWICH, CT 06830 | Investment Management | $71,615 |
THOMABRAVO3 years Service code 28 110 N. WACKER DRIVE 32ND FLOOR · CHICAGO, IL 60606 | Investment Management | $61,271 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $55,283 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 56.43% | 8.48%+48.0pp | 9.14%+47.3pp | 8.48%+48.0pp |
| Employer contribution / active EE | $2,278 | $9,949-77.1% | $40,544-94.4% | $9,949-77.1% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |