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 9-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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 19 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46240 | Securities Custodian | $276,195 |
SOUTHERN BENEFIT ADMINISTRATORS9+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $131,578 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $102,826 |
DANIELS, IRWIN & AYLOR9+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $30,500 |
Filed as: COLUMBIA INVESTMENT MANAGEMENT Service code 28 · EIN 04-3480839 P.O. BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $25,006 |
Service code 29 · EIN 62-1371542 50 FRONT ST., SUITE 800 · MEMPHIS, TN 38103 | Legal | $12,656 |
Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITOL AVE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $5,000 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 18 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment management; Custodial (sec... | $0 |
MONEY CONCEPTS CAPITAL CORP9+ years Filed as: MONEY MARKET, MUTUAL & ETF FUNDS Service code 19 | Securities Custodian | $0 |
NEWTOWER TRUST COMPANY9+ years Service code 19 · EIN 20-1641876 3 BETHESDA METRO CTR 1600 · BETHESDA, MD 20814 | Securities Custodian | $0 |
See 1 actuary disclosure. $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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | -103.79% | 10.33%-114.1pp | 8.09%-111.9pp | 9.30%-113.1pp |
| Employer contribution / active EE | $5,089 | $14,972-66.0% | $28,732-82.3% | $12,557-59.5% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |