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 |
|---|---|---|
Service code 15 · EIN 58-2126333 P O BOX 1116 · WILMINGTON, NC 284021116 | Recordkeeping | $264,720 |
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC Service code 11 · EIN 34-1213174 800 GREEN VALLEY ROAD · GREENSBORO, NC 27408 | Actuarial | $83,553 |
TJS DEEMER DANA LLP2+ years Service code 10 · EIN 58-2663273 P O BOX 9706 · SAVANNAH, GA 31412 | Accounting | $50,600 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 28 P O BOX 23641 · ST PETERSBURG, FL 33742 | Investment Management | $50,578 |
Filed as: PIEDMONT INVESTMENT ADVISORS, LLC Service code 28 · EIN 52-2258652 2605 MERIDIAN PKWY 1051 · DURHAM, NC 27713 | Investment Management | $47,634 |
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 1525 W WT HARRIS BLVD · CHAROLTTE, NC 28262 | Recordkeeping | $41,781 |
Service code 29 · EIN 56-0616657 16 NORTH 5TH AVENUE · WILMINGTON, NC 28401 | Legal | $27,026 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 36-4445613 1 LINCOLN CTR 18W140 · OAKBROOK TERRACE, IL 60181 | Investment Management | $18,215 |
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.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 12.55% | 12.23%+0.3pp | 10.36%+2.2pp | 13.95%-1.4pp |
| Employer contribution / active EE | $8,874 | $18,059-50.9% | $37,738-76.5% | $16,598-46.5% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |