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 |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-2619259 10740 N GESSNER SUITE 320 · HOUSTON, TX 77064 | Actuarial | $61,385 |
REGIONS BANK9 years Filed as: REGIONS Service code 27 · EIN 63-0371391 P O BOX 12385 · BIRMINGHAM, AL 352022385 | Advisory (Plan) | $33,542 |
STANDARD VALUATIONS8 years Service code 27 · EIN 41-1327339 790 CLEVELAND AVENUE S · ST. PAUL, MN 55116 | Advisory (Plan) | $30,000 |
Filed as: POTTER BRYANT & MOORE PC Service code 10 · EIN 63-0966970 234 AQUARIUS DR, STE 109 · BIRMINGHAM, AL 35209 | Accounting | $19,875 |
ABBEY STREET LLC1 year Filed as: ABBEY SKIPPER Service code 30 · EIN 63-0437949 3648 9TH AVE N, STE 3 · BIRMINGHAM, AL 352221003 | Employee (plan) | $17,618 |
QUINN CONNOR WEAVER DAVIES & ROUCO10+ years Service code 29 · EIN 45-1444874 TWO NORTH 20TH ST, STE 930 · BIRMINGHAM, AL 35203 | Legal | $14,588 |
AMBER N. MYERS5 years Filed as: AMBER RAGSDALE Service code 30 · EIN 63-0437949 3648 9TH AVE N, STE 3 · BIRMINGHAM, AL 352221003 | Employee (plan) | $14,251 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 990 HAMMOND DRIVE, STE 220 · ATLANTA, GA 30328 | Actuarial | $13,833 |
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.
Participant contribution per participant 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.01% | 11.08%-0.1pp | 8.09%+2.9pp | 8.76%+2.3pp |
| Employer contribution / active EE | $0 | $13,910-100.0% | $28,674-100.0% | $16,640-100.0% |
| Participant deferral / active EE | $5,340 | $6,458-17.3% | $10+54328.4% | $948+463.3% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |