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: LAWRENCE C. MUSGROVE ASSOC., INC. Service code 13 · EIN 20-1935452 | Contract Administrator | $80,940 |
LOGAN CAPITAL MANAGEMENT, INC.6+ years Service code 28 | Investment Management | $60,876 |
BHA CONSULTING2 years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 | Actuarial | $46,370 |
REGIONS BANK6+ years Service code 19 | Securities Custodian | $27,706 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 19 | Securities Custodian | $25,885 |
RIDGEWORTH6+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 | Investment Management | $23,135 |
ANDERSON & REED, LLP6+ years Service code 10 · EIN 54-0617257 | Accounting | $17,500 |
ANDCO CONSULTING6+ years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 20-3900884 | Advisory (Plan) | $15,000 |
WILLIG, WILLIAMS & DAVIDSON6+ years Service code 29 · EIN 23-2416488 | Legal | $6,375 |
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 | $82,186-100.0% | $490,804-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.6%-3.6pp |
| Annual return | 21.61% | 30.31%-8.7pp | 14.84%+6.8pp | 11.84%+9.8pp |
| Employer contribution / active EE | $11,384 | $21,473-47.0% | $37,950-70.0% | $17,339-34.3% |
| Participant deferral / active EE | $0 | $1,883-100.0% | $127-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1-100.0% | $409-100.0% |