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 |
|---|---|---|
ADMINISTRATOR8+ years Service code 13 · EIN 62-6112262 | Contract Administrator | $76,923 |
Service code 16 · EIN 58-2432390 | Consulting | $38,502 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 58-1557450 | Investment Management | $32,483 |
Filed as: NEEDLES & ASSOCIATES LLC Service code 10 · EIN 51-0435869 | Accounting | $32,189 |
ATLANTA CAPITAL MANAGEMENT8+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $25,020 |
FIRST HORIZON ADVISORS INC4 years Filed as: FIRST HORIZON BANK Service code 19 · EIN 62-0201385 | Securities Custodian | $11,158 |
Filed as: OSBORNE CARREIERO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $10,300 |
Filed as: JP MORGAN CHASE BANK NATIONAL ASSOC Service code 28 · EIN 13-4994650 | Investment Management | $10,150 |
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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -11.33% | -6.78%-4.5pp | -5.84%-5.5pp | 39.77%-51.1pp |
| Employer contribution / active EE | $9,575 | $13,335-28.2% | $31,839-69.9% | $19,959-52.0% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |