See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY - THE DOBBS GROUP Service code 19 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46240 | Securities Custodian | $172,780 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $92,104 |
AGINCOURT CAPITAL MANAGEMENT, LLC10+ years Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 62-0717969 200 S. 10TH ST STE 800 · RICHMOND, VA 23219 | Investment Management | $65,706 |
BHA CONSULTING4 years Filed as: BHA CONSULTING, LLC Service code 11 · EIN 26-1384808 5400 LAUREL SPRINGS PKWY · SUWANEE, GA 30024 | Actuarial | $63,122 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 1205 WESTLAKES DR STE 100 · BERWYN, PA 19312 | Investment Management | $43,557 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $28,795 |
THE BANK OF NEW YORK MELLON4 years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 13-5260382 P.O. BOX 11214 · NEW YORK, NY 10286 | Investment Management | $26,981 |
FOUNDRY PARTNERS10+ years Service code 28 · EIN 46-1184506 510 FIRST AVE. N. STE 409 · MINNEAPOLIS, MN 55403 | Investment Management | $26,927 |
Filed as: STRANCH, JENNINGS & GARVEY Service code 29 · EIN 62-0513048 223 ROSA L. PARKS AVE 200 · NASHVILLE, TN 37203 | Legal | $22,264 |
DANIELS, IRWIN & AYLOR3 years Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 37115 | Accounting | $21,525 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.52% | 9.24%+1.3pp | 9.65%+0.9pp | 10.71%-0.2pp |
| Employer contribution / active EE | $9,431 | $14,215-33.7% | $26,259-64.1% | $14,986-37.1% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |