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 |
|---|---|---|
RIDGEWORTH9 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 2000 AVENUE OF THE STARS SUITE 1110 · LOS ANGELES, CA 90067 | Investment Management | $53,759 |
TIARA CORONADO1 year Service code 30 190 N. LAWRENCE STREET · MOBILE, AL 36603 | Employee (plan) | $48,830 |
Service code 15 2011 E FINANCIAL WAY 220 · GLENDORA, CA 91741 | Recordkeeping | $42,426 |
HS&BA1 year Service code 13 4160 DUBLIN BLVD, SUITE 100 · DUBLIN, CA 94568 | Contract Administrator | $39,125 |
Service code 11 124 W CAPITOL AVE SUITE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $37,660 |
LOPER LAW LLC1 year Service code 29 452 GOVERNMENT STREET, SUITE E · MOBILE, AL 36602 | Legal | $37,045 |
XPONANCE, INC.1 year Service code 28 1845 WALNUT ST, SUITE 800 · PHILADELPHIA, PA 19103 | Investment Management | $35,189 |
Filed as: CONSEQUENT CAPITAL MANAGEMENT, LLC Service code 28 3344 PEACHTREE RD NE SUITE 800 · ATLANTA, GA 30326 | Investment Management | $27,500 |
KALIFEH BEDSOLE ADAMS PC1 year Filed as: THE KBA GROUP PC Service code 10 720 EXECUTIVE PARK DRIVE · MOBILE, AL 36606 | Accounting | $24,500 |
WILLIG, WILLIAMS & DAVIDSON7 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 1845 WALNUT ST 2400 · PHILADELPHIA, PA 19103 | Legal | $23,535 |
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.
Employer 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 7.01% | 9.27%-2.3pp | 37.43%-30.4pp | 10.71%-3.7pp |
| Employer contribution / active EE | $10,277 | $14,139-27.3% | $38,058-73.0% | $14,986-31.4% |
| Participant deferral / active EE | $0 | $970-100.0% | $121-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |