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 |
|---|---|---|
ADMINISTRATOR3+ years Service code 13 · EIN 62-6112262 | Contract Administrator | $69,474 |
Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 · EIN 27-5440911 | Investment Management | $62,478 |
PENN CAPITAL MANAGEMENT3+ years Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 27 · EIN 22-2796848 | Advisory (Plan) | $56,503 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $40,535 |
ATLANTA CAPITAL MANAGEMENT3+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $22,330 |
SHUMAKER, LOOP & KENDRICK, LLP3+ years Service code 29 · EIN 34-4439491 | Legal | $21,993 |
NEEDLES & ASSOCIATES, LLC3+ years Service code 10 · EIN 51-0435869 | Accounting | $21,423 |
FIRST TENNESSEE BANK3+ years Service code 19 · EIN 62-0201385 | Securities Custodian | $20,495 |
Filed as: OSBORN, CARREIERO & ASSOCIATES, INC Service code 11 · EIN 71-0631123 | Actuarial | $10,300 |
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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 8.87% | 11.16%-2.3pp | 10.36%-1.5pp | 10.41%-1.5pp |
| Employer contribution / active EE | $9,660 | $16,610-41.8% | $37,738-74.4% | $14,691-34.2% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |