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 9-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 |
|---|---|---|
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 19 · EIN 13-1423090 1625 EYE STREET NW · WASHINGTON, DC 20006 | Securities Custodian | $10,604 |
HIGHLAND CONSULTING ASSOCIATES9+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 390 N ORANGE ST STE 2600 · ORLANDO, FL 32801 | Investment Management | $10,508 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $4,650 |
Filed as: QUINN, CONNOR, WEAVER & DAVIES Service code 29 · EIN 45-1444874 2700 HIGHWAY 280 · BIRMINGHAM, AL 35223 | Legal | $750 |
Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,754-100.0% | $103,333-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | -100.02% | 24.77%-124.8pp | 24.88%-124.9pp | 561.29%-661.3pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |