Filed August 3, 2026 (most recent of 13 filings on file)
Total covered: 57 employees
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 3-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 |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 P.O. BOX 512129 · LOS ANGELES, CA 90051 | Investment Management | $382,238 |
PBGC PREMIUM3+ years Filed as: PBGC Service code 23 · EIN 52-1042410 445 12TH STREET SW · WASHINGTON, DC 20024 | Insurance services; Other insurance f... | $217,194 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND ASSOCIATES, INC. Service code 28 · EIN 63-0955503 2545 HIGHLAND AVE SOUTH · BIRMINGHAM, AL 35205 | Investment Management | $158,465 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 23 · EIN 42-1520346 P.O. BOX 777 · DES MOINES, IA 50303 | Insurance services; Other insurance f... | $154,494 |
HARBERT GROWTH PARTNERS IV1 year Service code 28 · EIN 47-3453156 2100 3RD AVENUE NORTH · BIRMINGHAM, AL 35203 | Investment Management | $117,705 |
GOLDMAN SACHS2 years Filed as: HARBERT MEZZANINE PARTNERS III Service code 28 · EIN 45-2704508 2100 3RD AVENUE NORTH · BIRMINGHAM, AL 35203 | Investment Management | $61,033 |
Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50309 | Contract Administrator | $31,500 |
WARREN AVERETT, LLC2 years Service code 10 · EIN 45-4084437 2500 ACTON ROAD · BIRMINGHAM, AL 35243 | Accounting | $22,000 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 19.2%-19.2pp | 12.3%-12.3pp | 17.1%-17.1pp |
| Annual return | 11.07% | 8.98%+2.1pp | 52.39%-41.3pp | 9.82%+1.3pp |
| Employer contribution / active EE | $0 | $17,759-100.0% | $23,486-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $224-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |