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 |
|---|---|---|
ADMINISTRATOR9+ years Service code 13 · EIN 62-6112262 | Contract Administrator | $80,873 |
Service code 16 · EIN 58-2432390 | Consulting | $37,693 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 58-1557450 | Investment Management | $34,704 |
ATLANTA CAPITAL MANAGEMENT9+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $27,977 |
NEEDLES & ASSOCIATES, LLC2 years Filed as: NEEDLES & ASSOCIATES LLC Service code 10 · EIN 51-0435869 | Accounting | $18,317 |
Filed as: OSBORNE CARREIERO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $15,300 |
FIRST HORIZON ADVISORS INC5 years Filed as: FIRST HORIZON BANK Service code 19 · EIN 62-0201385 | Securities Custodian | $14,777 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 11.02% | 7.15%+3.9pp | 20.18%-9.2pp | 37.74%-26.7pp |
| Employer contribution / active EE | $13,664 | $13,270+3.0% | $29,108-53.1% | $15,781-13.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |