Filed January 26, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
BURLEIGH CONSULTING GROUP3+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DR., STE. 2 · MEMPHIS, TN 38117 | Contract Administrator | $18,370 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,994 |
CANNON WRIGHT BLOUNT3+ years Service code 10 · EIN 62-1657946 756 RIDGE LAKE BLVD, STE. 100 · MEMPHIS, TN 38120 | Accounting | $610 |
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 | $29,019 | $43,999-34.0% | $79,464-63.5% | $55,725-47.9% |
| Participation rate | 74.0% | 66.9%+7.0pp | 73.3%+0.6pp | 70.9%+3.1pp |
| Annual return | -4.90% | 1.81%-6.7pp | 718.14%-723.0pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,013 | $1,830-44.6% | $2,800-63.8% | $2,078-51.3% |
| Participant deferral / active EE | $2,327 | $2,538-8.3% | $3,704-37.2% | $3,356-30.7% |
| Admin fee / account holder | $58 | $118-50.5% | $5,113-98.9% | $115-49.5% |