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 |
|---|---|---|
PENN CAPITAL MANAGEMENT6+ years Filed as: PENN CAPITAL MANAGEMENT CO., INC. Service code 27 · EIN 22-2796848 | Advisory (Plan) | $82,321 |
ADMINISTRATOR6+ years Service code 13 · EIN 62-6112262 | Contract Administrator | $73,732 |
Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 · EIN 27-5440911 | Investment Management | $35,537 |
Service code 16 · EIN 58-2432390 | Consulting | $35,147 |
NEEDLES & ASSOCIATES, LLC6+ years Service code 10 · EIN 51-0435869 | Accounting | $20,639 |
ATLANTA CAPITAL MANAGEMENT6+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $19,801 |
FIRST HORIZON ADVISORS INC2 years Filed as: FIRST HORIZON BANK Service code 19 · EIN 62-0201385 | Securities Custodian | $17,203 |
SHUMAKER, LOOP & KENDRICK, LLP6+ years Service code 29 · EIN 34-4439491 | Legal | $10,818 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 0.40% | 9.38%-9.0pp | 8.01%-7.6pp | 9.29%-8.9pp |
| Employer contribution / active EE | $9,810 | $9,605+2.1% | $29,475-66.7% | $15,168-35.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |