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 ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $48,919 |
FRONTIER CAPITAL MANAGEMENT3+ years Service code 28 · EIN 20-0390439 99 SUMMER STREET · BOSTON, MA 02110 | Investment Management | $21,015 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 642 NEWTOWN YARDLEY RD · NEWTOWN, PA 18940 | Advisory (Plan) | $15,000 |
DANIELS, IRWIN & AYLOR3+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST SUITE 112 · MADISON, TN 37115 | Accounting | $12,900 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES & ROU Service code 29 3516 COVINGTON HIGHWAY · DECATUR, GA 30032 | Legal | $7,565 |
Service code 28 400 BELLEVUE PKWY · WILMINGTON, DE 19809 | Investment Management | $6,342 |
PENN CAPITAL MANAGEMENT3+ years Service code 28 · EIN 51-0428915 THREE CRESCENT DR.,400 · PHILADELPHIA, PA 19112 | Investment Management | $5,227 |
MUTUAL FUNDS3+ years Filed as: MUTUAL FUNDS (SEE SCHEDULES ATTACHE Service code 28 | Investment Management | $8 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: CHEVY CHASE TRUST Service code 28 7501 WISCONSIN AVE,1500W · BETHESDA, MD 20814 | Investment Management | $0 |
MONEY CONCEPTS CAPITAL CORP3+ years Filed as: MONEY MARKET FUND (SEE SCHEDULE ATT 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.
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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 10.33% | 9.14%+1.2pp | 8.32%+2.0pp | 10.41%-0.1pp |
| Employer contribution / active EE | $10,205 | $9,384+8.7% | $30,793-66.9% | $14,691-30.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |