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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 27 · EIN 27-5440911 | Advisory (Plan) | $647,745 |
LOCAL 1102 RWDSU1 year Filed as: UA LOCAL UNION NO 614 PENSION FUND Service code 99 PO BOX 1449 · GOODLETTSVILLE, TN 37070 | Other Fees | $467,084 |
Filed as: NOVARA TESIJA & CATENACCI, PLLC Service code 29 888 W BIG BEAVER RD · TROY, MI 48084 | Legal | $82,485 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 16 · EIN 62-1116095 | Consulting | $75,400 |
REYNOLDS CONSULTING SERVICES10+ years Service code 50 · EIN 20-1899564 | Direct Payment | $52,369 |
NEEDLES & ASSOCIATES, LLC10+ years Filed as: NEEDLES & ASSOICATES, LLC Service code 10 · EIN 51-0435869 | Accounting | $52,174 |
REGIONS BANK10+ years Service code 19 250 RIVERCHASE PARKWAY · BIRMINGHAM, AL 35244 | Securities Custodian | $8,608 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $103,641-100.0% | $107,525-100.0% | $102,872-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.1%-75.1pp | 73.0%-73.0pp |
| Annual return | 5.64% | 13.08%-7.4pp | 181.32%-175.7pp | 19.06%-13.4pp |
| Employer contribution / active EE | $4,626 | $5,096-9.2% | $3,754+23.2% | $3,526+31.2% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $276-100.0% | $8,919-100.0% | $292-100.0% |