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 9-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 |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 27 · EIN 80-0618452 | Advisory (Plan) | $228,385 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 12 · EIN 62-1116095 | Copying and duplicating; Participant ... | $193,876 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET CAPITAL, LP Service code 27 · EIN 45-6500555 | Advisory (Plan) | $175,621 |
Filed as: BARROW, HANLEY, MCWHINNEY & STRAUS Service code 27 · EIN 75-2403190 | Advisory (Plan) | $156,731 |
SOUTHERNSUN1+ years Filed as: SOUTHERNSUN ASSET AGMT., LLC Service code 27 · EIN 27-2990431 | Advisory (Plan) | $155,759 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES TRUST COMPANY, LLC Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $115,953 |
ATLANTA CAPITAL MANAGEMENT1+ years Service code 27 · EIN 58-2236910 | Advisory (Plan) | $95,258 |
RIDGEWORTH1+ years Filed as: SEIX ADVISORS Service code 27 · EIN 26-1483110 | Advisory (Plan) | $88,291 |
PACIFIC INCOME ADVISORS1+ years Service code 27 · EIN 95-4067974 | Advisory (Plan) | $75,388 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN BILLER AND ASSOCIATES Service code 17 · EIN 94-2854958 | Pension Consulting | $53,147 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,335 | $50,626-38.1% | $84,750-63.0% | $65,292-52.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 0.61% | 5.34%-4.7pp | 22.78%-22.2pp | 11.84%-11.2pp |
| Employer contribution / active EE | $2,679 | $3,033-11.7% | $3,574-25.1% | $2,302+16.4% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $174 | $97+80.5% | $5,332-96.7% | $57+204.2% |