See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $72,321 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $45,524 |
BOSTON PARTNERS2 years Service code 28 ONE BEACON STREET, 30 FL · BOSTON, MA 02108 | Investment Management | $42,793 |
RAYMOND JAMES FINANCIAL SERVICES3+ years Filed as: RAYMOND JAMES/MORGAN KEEGAN Service code 28 · EIN 64-0474907 FIFTY FRONT STREET · MEMPHIS, TN 38103 | Investment Management | $37,188 |
POLEN CAPITAL2 years Service code 28 1825 NW CORPORATE BLVD ST · BOCA RATON, FL 33431 | Investment Management | $35,052 |
FAYEZ SAROFIM & CO3+ years Filed as: FAYEZ SAROFIN & COMPANY Service code 28 · EIN 74-1312679 TWO HOUSTON CT. STE 2907 · HOUSTON, TX 77010 | Investment Management | $24,106 |
DANIELS, IRWIN & AYLOR3+ years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $15,075 |
BRANSTETTER, STRANCH & JENNINGS3+ years Filed as: BRANSTETTER, STRANCH, JENNINGS Service code 29 · EIN 62-0513048 227 SECOND AVE. N. · NASHVILLE, TN 37201 | Legal | $9,756 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant 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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 16.70% | 11.78%+4.9pp | 8.32%+8.4pp | 23.90%-7.2pp |
| Employer contribution / active EE | $4,755 | $11,309-58.0% | $30,793-84.6% | $16,539-71.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |