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 10-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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVE., 703 · MEMPHIS, TN 38119 | Investment Management | $87,107 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $54,153 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS INVESTMENT CONSULTING Service code 27 · EIN 20-1899564 410 JERICHO TURNPIKE 304 · JERICHO, NY 11753 | Advisory (Plan) | $49,575 |
ULLICO4 years Service code 19 · EIN 13-1423090 8403 COLESVILLE RD., 13TH · SILVER SPRINGS, MD 20910 | Securities Custodian | $31,092 |
REGIONS BANK6 years Filed as: REGIONS Service code 18 · EIN 63-0371391 201 MILAN PARKWAY, 2ND FL · BIRMINGHAM, AL 35211 | Custodial (securities); Custodial (ot... | $19,469 |
DANIELS, IRWIN & AYLOR10+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 371153660 | Accounting | $17,500 |
GODWIN MORRIS LAURENZI & BLOOMFIELD10+ years Filed as: GODWIN MORRIS LAURENZI BLOOMFIELD Service code 29 · EIN 62-1371542 50 N. FRONT ST. SUITE 800 · MEMPHIS, TN 38103 | Legal | $8,339 |
CORRY CAPITAL ADVISORS10+ years Service code 19 · EIN 38-3889041 1100 LIBERTY AVE, C-2 · PITTSBURG, PA 15222 | Securities Custodian | $7,381 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N.MERIDAN ST. 610 · CARMEL, IN 46032 | Actuarial | $5,900 |
AMALGAMATED BANK8 years Service code 19 · EIN 13-4920330 275 SEVENTH AVE., 9TH FL. · NEW YORK, NY 100016708 | Securities Custodian | $3,790 |
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.
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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 3.29% | 9.12%-5.8pp | 9.57%-6.3pp | 10.77%-7.5pp |
| Employer contribution / active EE | $6,667 | $14,150-52.9% | $26,706-75.0% | $15,292-56.4% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |