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.9+ years Service code 28 | Investment Management | $70,889 |
BHA CONSULTING5 years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 | Actuarial | $56,440 |
REGIONS BANK9+ years Service code 19 | Securities Custodian | $35,150 |
NEWTOWER TRUST COMPANY6 years Filed as: NEW TOWER TRUST COMPANY Service code 19 | Securities Custodian | $26,845 |
RIDGEWORTH9+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 | Investment Management | $22,196 |
ANDERSON & REED, LLP9+ years Service code 10 · EIN 54-0617257 | Accounting | $20,000 |
ANDCO CONSULTING9+ years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 20-3900884 | Advisory (Plan) | $18,750 |
WILLIG, WILLIAMS & DAVIDSON9+ years Service code 29 · EIN 23-2416488 | Legal | $17,130 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL, BRYANT & HAMILL Service code 28 | Investment Management | $13,120 |
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 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 20.67% | 6.77%+13.9pp | 10.54%+10.1pp | 7.65%+13.0pp |
| Employer contribution / active EE | $13,675 | $23,265-41.2% | $26,782-48.9% | $20,599-33.6% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |