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 ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $89,720 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $81,785 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 19 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46240 | Securities Custodian | $76,283 |
FOUNDRY PARTNERS2+ years Filed as: FOUNDRY PARTNERS LLC Service code 28 · EIN 46-1184506 510 FIRST AVE. N, 409 · MINNEAPOLIS, MN 55403 | Investment Management | $40,962 |
SOUTHERN SUN ASSET MANAGEMENT2+ years Filed as: SOUTHERNSUN ASSET MANAGEMENT Service code 28 · EIN 27-2990431 6070 POPLAR AVE., 300 · MEMPHIS, TN 38119 | Investment Management | $23,906 |
BMO HARRIS BANK NA1 year Filed as: BMO ASSET MANAGEMENT Service code 28 · EIN 36-3673844 115 S. LASALLE, 11TH FLOO · CHICAGO, IL 60603 | Investment Management | $17,284 |
DANIELS, IRWIN & AYLOR2+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $14,300 |
Service code 29 · EIN 62-1371542 50 FRONT ST., SUITE 800 · MEMPHIS, TN 38103 | Legal | $8,041 |
MONEY CONCEPTS CAPITAL CORP2+ years Filed as: MONEY MARKET, MUTUAL & ETF FUNDS Service code 19 | Securities Custodian | $0 |
NEWTOWER TRUST COMPANY2+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 11.09% | 12.33%-1.2pp | 8.32%+2.8pp | 17.84%-6.8pp |
| Employer contribution / active EE | $4,216 | $11,641-63.8% | $30,793-86.3% | $14,688-71.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |