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 |
|---|---|---|
ICC CAPITAL MANAGEMENT1+ years Service code 21 · EIN 59-3310114 | Bank Trustee | $56,302 |
Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 ONE UNION PLAZA SUITE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $21,300 |
MILLETTE ADMINISTRATORS1+ years Service code 12 · EIN 64-0784023 4619 MAIN STREET · MOSS POINT, MS 39563 | Claims processing | $16,020 |
KIMBERLY C WALKER PC1+ years Service code 22 · EIN 46-5592911 14438 SCENIC HIGHWAY 98 · FAIRHOPE, AL 36532 | Insurance Broker | $7,968 |
CERESA M FRENKEL PC1+ years Service code 10 · EIN 72-1400033 413-C AZALEA ROAD · MOBILE, AL 36609 | Accounting | $6,800 |
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 | $45,891-100.0% | $115,244-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 33.3%-33.3pp | 15.7%-15.7pp |
| Annual return | -1.00% | -2.03%+1.0pp | -1.61%+0.6pp | -7.14%+6.1pp |
| Employer contribution / active EE | $12,462 | $10,054+23.9% | $30,840-59.6% | $14,613-14.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | $1,191-100.0% |