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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 |
|---|---|---|
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $53,283 |
Service code 29 · EIN 62-0513048 227 SECOND AVE. N. 4TH FL · NASHVILLE, TN 37201 | Legal | $18,776 |
ULLICO7+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Management | $15,166 |
DANIELS, IRWIN & AYLOR4 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $12,700 |
Filed as: BOYD WATTERSON Service code 28 1301 EAST 9TH ST STE 2900 · CLEVELAND, OH 44114 | Investment Management | $7,783 |
Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46204 | Securities Custodian | $5,447 |
MONEY CONCEPTS CAPITAL CORP4 years Filed as: MONEY MARKET, MUTUAL & ETFS Service code 19 | Securities Custodian | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,544 | $118,337-92.8% | $189,513-95.5% | $93,030-90.8% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 8.11% | 21.77%-13.7pp | 555.15%-547.0pp | 158.70%-150.6pp |
| Employer contribution / active EE | $1,044 | $4,204-75.2% | $6,162-83.1% | $2,706-61.4% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $45 | $100-55.2% | $12,045-99.6% | $152-70.6% |