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 |
|---|---|---|
ADMINISTRATOR1+ years Service code 13 · EIN 62-6112262 | Contract Administrator | $61,241 |
ICC CAPITAL MANAGEMENT1+ years Service code 28 · EIN 59-3310114 | Investment Management | $53,579 |
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 27 · EIN 22-2796848 | Advisory (Plan) | $47,045 |
INVESTMENT PERFORMANCE SERVICES1+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 58-2432390 | Advisory (Plan) | $39,961 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $28,763 |
NEEDLES & ASSOCIATES, LLC1+ years Service code 10 · EIN 51-0435869 | Accounting | $23,665 |
FIRST TENNESSEE BANK1+ years Service code 21 · EIN 62-0201385 | Bank Trustee | $19,863 |
SHUMAKER, LOOP & KENDRICK, LLP1+ years Service code 29 · EIN 34-4439491 | Legal | $17,718 |
Filed as: OSBORN, CARREIERO & ASSOCIATES, INC Service code 11 · EIN 71-0631123 | Actuarial | $13,800 |
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.
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 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | 2.00% | -0.83%+2.8pp | -0.81%+2.8pp | -7.14%+9.1pp |
| Employer contribution / active EE | $9,587 | $16,035-40.2% | $38,425-75.1% | $14,613-34.4% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |