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 |
|---|---|---|
WEAVER C. BARKSDALE & ASSOCIATES2+ years Service code 28 · EIN 62-1217255 ONE BURTON HILLS BLVD 100 · NASHVILLE, TN 37215 | Investment Management | $172,502 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 28 · EIN 13-2638166 3102 WEST END AVE 500 · NASHVILLE, TN 37203 | Investment Management | $172,133 |
REGIONS BANK2+ years Filed as: REGIONS MORGAN KEEGAN TRUST Service code 19 · EIN 63-0371391 6700 CAROTHERS PARKWAY · FRANKLIN, TN 37067 | Securities Custodian | $168,943 |
KEELEY ASSET MANAGEMENT2+ years Service code 28 · EIN 36-3160361 401 S. LASALLE ST 1201 · CHICAGO, IL 60605 | Investment Management | $85,534 |
CHRIS MAYO2+ years Service code 14 · EIN 62-6102837 225 BEN ALLEN ROAD · NASHVILLE, TN 37207 | Plan Administrator | $52,395 |
DANIELS, IRWIN & AYLOR2+ years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $23,375 |
SUE-ANN SANDRI2+ years Filed as: SUE GREEN Service code 14 · EIN 62-6102837 225 BEN ALLEN ROAD · NASHVILLE, TN 37207 | Plan Administrator | $22,490 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: S.J. HUDSON Service code 14 · EIN 62-6102837 225 BEN ALLEN ROAD · NASHVILLE, TN 37207 | Plan Administrator | $22,256 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 11590 N. MERIDIAN ST. 610 · CARMEL, IN 46032 | Actuarial | $20,000 |
GREG DUNN CONSULTING GROUP2+ years Service code 17 · EIN 40-8881822 6867 BURKITT ROAD · ANTIOCH, TN 37013 | Pension Consulting | $15,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 7.51% | 11.78%-4.3pp | 8.32%-0.8pp | 23.90%-16.4pp |
| Employer contribution / active EE | $13,908 | $11,309+23.0% | $30,793-54.8% | $16,539-15.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |