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 |
|---|---|---|
Filed as: BARROW HANLEY INVESTMENTS Service code 28 · EIN 75-2403190 3232 MCKINNEY AVE · DALLAS, TX 75204 | Investment Management | $102,426 |
SOUTHERN BENEFIT ADMINISTRATORS4+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $35,600 |
Filed as: DENNIS G. JENKINS,CPA,LLCQ Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN BLDG 500 · KENNESAW, GA 30152 | Accounting | $8,400 |
Service code 29 · EIN 62-0513048 227 SECOND AVE NORTH · NASHVILLE, TN 37201 | Legal | $5,268 |
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 | $0 | $66,051-100.0% | $92,893-100.0% | $77,787-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 76.0%-76.0pp | 73.2%-73.2pp |
| Annual return | 8.10% | 20.69%-12.6pp | 109.41%-101.3pp | 32.57%-24.5pp |
| Employer contribution / active EE | $3,031 | $3,426-11.5% | $3,653-17.0% | $2,504+21.0% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,794-100.0% | $100-100.0% |