See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 390 N ORANGE ST STE 2600 · ORLANDO, FL 32801 | Investment Management | $102,058 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING, LLC Service code 17 25 NEWBRIDGE RD., STE 205 · HICKSVILLE, NY 11801 | Pension Consulting | $27,500 |
Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $21,120 |
DANIELS, IRWIN & AYLOR4 years Service code 10 · EIN 62-1802605 223 MADISON ST, STE 112 · MADISON, TN 37115 | Accounting | $14,925 |
Filed as: QUINN, CONNOR, WEAVER & DAVIES Service code 29 · EIN 45-1444874 2700 HIGHWAY 280 · BIRMINGHAM, AL 35223 | Legal | $9,000 |
WILMINGTON TRUST2 years Service code 28 · EIN 16-1486454 1100 N. MARKET ST. · WILMINGTON, DE 198900001 | Investment Management | $8,184 |
Service code 19 · EIN 34-1922005 1301 E. 9TH ST., STE 2900 · CLEVELAND, OH 44114 | Securities Custodian | $0 |
EXCHANGE BANK2 years Filed as: EXCHANGE TRADED FUNDS Service code 19 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,091 | $91,517-11.4% | $101,248-19.9% | $73,409+10.5% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 4.97% | 17.17%-12.2pp | 46.47%-41.5pp | 59.29%-54.3pp |
| Employer contribution / active EE | $5,636 | $2,877+95.9% | $3,660+54.0% | $2,234+152.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $527 | $216+144.0% | $5,945-91.1% | $158+233.5% |