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 |
|---|---|---|
ADMINISTRATOR10+ years Service code 13 · EIN 62-6112262 | Contract Administrator | $26,326 |
Service code 16 · EIN 58-2432390 | Consulting | $10,946 |
WEDGE CAPITAL MANAGEMENT4 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 58-1557450 | Investment Management | $10,946 |
FIRST HORIZON ADVISORS INC6 years Filed as: FIRST HORIZON BANK Service code 19 · EIN 62-0201385 | Securities Custodian | $7,790 |
NEEDLES & ASSOCIATES, LLC3 years Filed as: NEEDLES & ASSOCIATES LLC Service code 10 · EIN 51-0435869 | Accounting | $5,843 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $206,041-100.0% | $201,416-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.9%-43.9pp |
| Annual return | -102.66% | 7.45%-110.1pp | 8.09%-110.8pp | 13.05%-115.7pp |
| Employer contribution / active EE | $0 | $34,713-100.0% | $28,674-100.0% | $37,651-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,946-100.0% |