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 |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $48,433 |
BHA CONSULTING3 years Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PKWY · SUWANEE, GA 30024 | Actuarial | $27,598 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 777 S FLAGLER DR 900 · WEST PALM BEACH, FL 33401 | Securities Custodian | $21,863 |
DANIELS, IRWIN & AYLOR10+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $16,750 |
SUNTRUST BANKS, INC.1 year Filed as: TRUIST BANK Service code 15 · EIN 56-0939887 214 NORTH TRYON STREET · CHARLOTTE, NC 28202 | Recordkeeping | $5,084 |
O'DONOGHUE & O'DONOGHUE9 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 4748 WISCONSIN AVE NW · WASHINGTON, DC 20016 | Legal | $4,849 |
MUTUAL & EXCHANGE TRADED FUNDS10+ years Service code 19 | Securities Custodian | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | $178,317-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 2.1%-2.1pp |
| Annual return | 5.41% | 13.02%-7.6pp | 9.57%-4.2pp | 9.16%-3.7pp |
| Employer contribution / active EE | $7,640 | $13,807-44.7% | $26,706-71.4% | $19,955-61.7% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,620-100.0% | $200-100.0% |