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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 390 N ORANGE ST STE 2600 · ORLANDO, FL 32801 | Investment Management | $90,034 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 14 · EIN 95-1702986 100 CRESCENT CTR, 400 · TUCKER, GA 30084 | Plan Administrator | $22,887 |
Filed as: REYNOLDS CONSULTING, LLC Service code 17 25 NEWBRIDGE RD., STE 205 · HICKSVILLE, NY 11801 | Pension Consulting | $20,625 |
STIFEL NICOLAUS & CO INC3+ years Filed as: STIFEL NICOLAUS Service code 19 · EIN 43-0538770 800 SHADES CREEK PKWY · BIRMINGHAM, AL 35209 | Securities Custodian | $18,850 |
DANIELS, IRWIN & AYLOR2 years Service code 10 223 MADISON ST, STE 112 · MADISON, TN 37115 | Accounting | $11,830 |
Filed as: QUINN, CONNOR, WEAVER & DAVIES Service code 29 · EIN 45-1444874 2700 HIGHWAY 280 · BIRMINGHAM, AL 35223 | Legal | $9,216 |
EXCHANGE BANK1 year Filed as: EXCHANGE TRADED FUND Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,854 | $56,443-8.1% | $83,848-38.2% | $55,725-6.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 5.68% | 393.67%-388.0pp | 850.88%-845.2pp | 244.93%-239.2pp |
| Employer contribution / active EE | $4,889 | $2,682+82.3% | $3,631+34.7% | $2,078+135.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $357 | $156+128.5% | $5,478-93.5% | $115+209.9% |