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 |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $88,471 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $81,789 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $75,711 |
FOUNDRY PARTNERS1+ years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 510 FIRST AVE. N, 409 · MINNEAPOLIS, MN 55403 | Investment Management | $42,697 |
SOUTHERN SUN ASSET MANAGEMENT1+ years Filed as: SOUTHERNSUN ASSET MANAGEMENT Service code 28 · EIN 27-2990431 6070 POPLAR AVE., 300 · MEMPHIS, TN 38119 | Investment Management | $32,706 |
DANIELS, IRWIN & AYLOR1+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $13,800 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD. 200 · JERSEY CITY, NJ 07310 | Investment Management | $13,796 |
Service code 29 · EIN 62-1371542 50 FRONT ST., SUITE 800 · MEMPHIS, TN 38103 | Legal | $10,262 |
MONEY CONCEPTS CAPITAL CORP1+ years Filed as: MONEY MARKET, MUTUAL & ETF FUNDS Service code 19 | Securities Custodian | $0 |
NEWTOWER TRUST COMPANY1+ years Service code 28 · EIN 20-1641876 3 BETHESDA METRO CTR 1600 · BETHESDA, MD 20814 | Investment Management | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -0.02% | 3.63%-3.6pp | 4.16%-4.2pp | 9.19%-9.2pp |
| Employer contribution / active EE | $4,622 | $11,363-59.3% | $29,966-84.6% | $12,608-63.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |