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 MANAGEMENT3+ years Service code 21 · EIN 59-3310114 | Bank Trustee | $57,904 |
Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 ONE UNION PLAZA SUITE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $18,000 |
MILLETTE ADMINISTRATORS3+ years Service code 12 · EIN 64-0784023 4619 MAIN STREET · MOSS POINT, MS 39563 | Claims processing | $16,020 |
CERESA M FRENKEL PC3+ years Service code 10 · EIN 72-1400033 6324 PICCADILLY SQUARE DRIVE · MOBILE, AL 36609 | Accounting | $6,500 |
KIMBERLY C WALKER PC3+ years Service code 22 · EIN 46-5592911 14438 SCENIC HIGHWAY 98 · FAIRHOPE, AL 36532 | Insurance Broker | $3,839 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $51,204 | $23,019+122.4% | $184,886-72.3% | $46,757+9.5% |
| Participation rate | 100.0% | 60.0%+40.0pp | 47.1%+52.9pp | 11.3%+88.7pp |
| Annual return | 13.33% | 9.14%+4.2pp | 8.32%+5.0pp | 10.41%+2.9pp |
| Employer contribution / active EE | $11,097 | $9,384+18.3% | $30,793-64.0% | $14,691-24.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $637 | $212+200.0% | $2,802-77.3% | $2,646-75.9% |