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 |
|---|---|---|
CARTER PRINTING1 year Filed as: CARTER GIOVANNETTI AND COLE GIOVAN Service code 27 DUNCAN WILLIAMS ASSET MGMT · MEMPHIS, TN 38119 | Advisory (Plan) | $15,797 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,894 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,727 | $64,909+5.9% | $82,313-16.5% | $62,292+10.3% |
| Participation rate | 86.4% | 74.9%+11.5pp | 76.9%+9.5pp | 69.5%+16.8pp |
| Annual return | 9.41% | 21.18%-11.8pp | 25.88%-16.5pp | 28.90%-19.5pp |
| Employer contribution / active EE | $3,856 | $1,676+130.1% | $2,428+58.8% | $2,042+88.8% |
| Participant deferral / active EE | $2,884 | $3,103-7.1% | $3,706-22.2% | $3,169-9.0% |
| Admin fee / account holder | $193 | $440-56.1% | $5,608-96.6% | $479-59.8% |