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.10+ years Service code 28 | Investment Management | $82,483 |
BHA CONSULTING6 years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 | Actuarial | $54,733 |
REGIONS BANK10+ years Service code 19 | Securities Custodian | $36,366 |
RIDGEWORTH10+ years Filed as: KAYNE ANDERSON RUDNICK Service code 28 | Investment Management | $32,505 |
NEWTOWER TRUST COMPANY7 years Filed as: NEW TOWER TRUST COMPANY Service code 19 | Securities Custodian | $26,924 |
ANDERSON & REED, LLP10+ years Service code 10 · EIN 54-0617257 | Accounting | $20,000 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL Service code 27 | Advisory (Plan) | $18,000 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL, BRYANT & HAMILL Service code 28 | Investment Management | $14,685 |
WILLIG, WILLIAMS & DAVIDSON10+ years Service code 29 · EIN 23-2416488 | Legal | $9,972 |
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 9.71% | 9.14%+0.6pp | 16.77%-7.1pp | 9.14%+0.6pp |
| Employer contribution / active EE | $14,186 | $19,963-28.9% | $28,306-49.9% | $19,963-28.9% |
| Participant deferral / active EE | $0 | $919-100.0% | $40-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |