See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WOODMONT INVESTMENT COUNSEL6 years Filed as: WOODMONT INV. COUNSEL LLC Service code 27 401 COMMERCE ST · NASHVILLE, TN 37219 | Advisory (Plan) | $32,487 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,909 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,366 | $102,317+13.7% | $146,958-20.8% | $80,856+43.9% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.2%+13.4pp | 67.6%+27.9pp |
| Annual return | 18.70% | 134.76%-116.1pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,142 | $3,713-69.2% | $4,933-76.8% | $2,755-58.5% |
| Participant deferral / active EE | $9,767 | $6,644+47.0% | $8,070+21.0% | $4,296+127.4% |
| Admin fee / account holder | $368 | $7,941-95.4% | $12,998-97.2% | $6,918-94.7% |