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 |
|---|---|---|
ADMINISTRATOR2+ years Service code 13 · EIN 62-6112262 | Contract Administrator | $65,554 |
PENN CAPITAL MANAGEMENT2+ years Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 27 · EIN 22-2796848 | Advisory (Plan) | $61,468 |
Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 390 N ORANGE AVE · ORLANDO, FL 32801 | Investment Management | $53,000 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 27 · EIN 58-2432390 | Advisory (Plan) | $39,039 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Service code 29 · EIN 34-4439491 | Legal | $27,417 |
NEEDLES & ASSOCIATES, LLC2+ years Service code 10 · EIN 51-0435869 | Accounting | $21,887 |
ATLANTA CAPITAL MANAGEMENT2+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $21,809 |
FIRST TENNESSEE BANK2+ years Service code 21 · EIN 62-0201385 | Bank Trustee | $19,193 |
Filed as: OSBORN, CARREIERO & ASSOCIATES, INC Service code 11 · EIN 71-0631123 | Actuarial | $10,300 |
LARRY MAGARIK, ESQ1 year Filed as: LARRY HAMPTON Service code 20 · EIN 62-6112262 | Trustee (individual); Direct payment ... | $5,426 |
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 10.24% | 5.80%+4.4pp | 4.74%+5.5pp | 11.88%-1.6pp |
| Employer contribution / active EE | $9,516 | $15,506-38.6% | $36,089-73.6% | $14,612-34.9% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |