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 |
|---|---|---|
ADMINISTRATOR4+ years Service code 13 · EIN 62-6112262 | Contract Administrator | $71,414 |
Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 · EIN 27-5440911 | Investment Management | $58,895 |
PENN CAPITAL MANAGEMENT4+ years Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 27 · EIN 22-2796848 | Advisory (Plan) | $55,195 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $41,128 |
ATLANTA CAPITAL MANAGEMENT4+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $29,373 |
NEEDLES & ASSOCIATES, LLC4+ years Service code 10 · EIN 51-0435869 | Accounting | $24,777 |
SHUMAKER, LOOP & KENDRICK, LLP4+ years Service code 29 · EIN 34-4439491 | Legal | $19,926 |
FIRST TENNESSEE BANK4+ years Service code 19 · EIN 62-0201385 | Securities Custodian | $19,347 |
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -3.24% | -1.56%-1.7pp | -2.18%-1.1pp | 10.56%-13.8pp |
| Employer contribution / active EE | $11,180 | $15,244-26.7% | $38,751-71.1% | $13,643-18.1% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |