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 | $85,740 |
LOGAN CAPITAL MANAGEMENT, INC.7+ years Service code 28 | Investment Management | $65,143 |
BHA CONSULTING3 years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 | Actuarial | $58,054 |
NEWTOWER TRUST COMPANY4 years Filed as: NEW TOWER TRUST COMPANY Service code 19 | Securities Custodian | $31,700 |
REGIONS BANK7+ years Service code 19 | Securities Custodian | $27,802 |
RIDGEWORTH7+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 | Investment Management | $21,650 |
ANDERSON & REED, LLP7+ years Service code 10 · EIN 54-0617257 | Accounting | $20,000 |
ANDCO CONSULTING7+ years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 20-3900884 | Advisory (Plan) | $15,000 |
WILLIG, WILLIAMS & DAVIDSON7+ years Service code 29 · EIN 23-2416488 | Legal | $11,513 |
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 | $46,984-100.0% | - | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 5.6%-5.6pp |
| Annual return | -13.84% | 93.59%-107.4pp | 22.50%-36.3pp | 39.77%-53.6pp |
| Employer contribution / active EE | $12,624 | $17,832-29.2% | $33,849-62.7% | $19,959-36.8% |
| Participant deferral / active EE | $0 | $1,653-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | - | $62-100.0% |