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 |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN1+ years Filed as: NATIONAL EMPLOYEE BENEFIT ADMINISTR Service code 13 · EIN 65-0498809 8657 BAYPINE ROAD BUILDING 5, STE 2 · JACKSONVILLE, FL 32256 | Contract Administrator | $45,056 |
C.S. MCKEE, L.P.1+ years Filed as: CS MCKEE & COMPANY Service code 28 · EIN 25-1095051 ONE GATEWAY CENTER 8 FLOOR · PITTSBURGH, PA 15239 | Investment Management | $37,582 |
BHA CONSULTING1+ years Service code 11 · EIN 58-1910292 5400 LAUREL SPRINGS PARKWAY 1306 · SUWANEE, GA 30024 | Actuarial | $30,184 |
BURGESS CHAMBERS & ASSOC INC1+ years Filed as: BURGESS CHAMBERS & ASSOCIATES Service code 27 · EIN 59-2878619 P.O. BOX 3316 · WINTER PARK, FL 32790 | Advisory (Plan) | $25,933 |
ERIC J. FERNANDEZ & CO.1+ years Filed as: W. ERIC VENABLE P.A. Service code 29 · EIN 59-1824867 7402 N 56TH STREET, SUITE 380 · TAMPA, FL 33617 | Legal | $20,876 |
STEVEN D EISENBERG CPA PA1+ years Filed as: STEVEN EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 13790 NW 4 STREET STE 100 · SUNRISE, FL 33325 | Accounting | $13,580 |
SALEM TRUST1+ years Service code 19 · EIN 56-2075834 4890 KENNEDY BLVD STE 160 · TAMPA, FL 33609 | Securities Custodian | $8,187 |
REGIONS BANK1+ years Service code 19 · EIN 63-0371391 1900 5TH AVENUE NORTH · BIRMINGHAM, AL 35203 | Securities Custodian | $5,708 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -3.16% | -1.13%-2.0pp | -0.81%-2.3pp | 2.81%-6.0pp |
| Employer contribution / active EE | $3,131 | $14,981-79.1% | $38,425-91.9% | $16,358-80.9% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |