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 |
|---|---|---|
Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 6075 POPLAR AVE., 703 · MEMPHIS, TN 38119 | Investment Management | $113,953 |
ULLICO2 years Service code 19 8403 COLESVILLE RD 13THFL · SILVER SPRING, MD 20910 | Securities Custodian | $38,087 |
REYNOLDS CONSULTING SERVICES6 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE RD STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $36,400 |
SOUTHERN BENEFIT ADMINISTRATORS7+ years Service code 14 · EIN 62-1116095 P.O BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $25,005 |
DANIELS, IRWIN & AYLOR6 years Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $21,250 |
CCA BLACK, LP5 years Service code 28 · EIN 38-3889041 417 WALNUT ST., 201 · SEWICKLEY, PA 15143 | Investment Management | $17,920 |
AMALGAMATED BANK5 years Service code 19 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 100016708 | Securities Custodian | $9,739 |
Service code 29 · EIN 45-1444874 TWO N, 20TH ST., 930 · BIRMINGHAM, AL 35203 | Legal | $5,446 |
Service code 19 · EIN 34-1922005 1801 E. 9TH ST STE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $0 |
EXCHANGE BANK6 years Filed as: EXCHANGE TRADED & MONEY MARKET FDS Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,213 | $77,660+213.2% | $109,143+122.8% | $79,386+206.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 14.69% | 23.44%-8.7pp | 25.75%-11.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $9,253 | $2,797+230.8% | $3,722+148.6% | $2,427+281.2% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1,577 | $732+115.4% | $6,752-76.6% | $626+151.7% |