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 GROUP5+ years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 · EIN 62-0842964 465 JACK KRAMER DR., STE. 2 · MEMPHIS, TN 38117 | Contract Administrator | $10,370 |
CANNON WRIGHT BLOUNT5+ years Service code 10 · EIN 62-1657946 756 RIDGE LAKE BLVD · MEMPHIS, TN 38120 | Accounting | $8,000 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,759 |
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 | $40,411 | $52,670-23.3% | $90,404-55.3% | $73,409-45.0% |
| Participation rate | 76.3% | 67.7%+8.6pp | 72.7%+3.6pp | 72.2%+4.1pp |
| Annual return | 16.01% | 20.70%-4.7pp | 1293.02%-1277.0pp | 59.29%-43.3pp |
| Employer contribution / active EE | $1,156 | $1,872-38.2% | $3,262-64.6% | $2,234-48.3% |
| Participant deferral / active EE | $2,590 | $2,807-7.7% | $3,963-34.7% | $3,805-31.9% |
| Admin fee / account holder | $36 | $117-69.3% | $5,611-99.4% | $158-77.3% |