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 ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $151,360 |
REYNOLDS CONSULTING SERVICES1+ years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $47,500 |
WILMINGTON TRUST1+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $23,058 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS G. JENKINS, CPA, LLC Service code 10 · EIN 20-5886120 | Accounting | $20,951 |
Filed as: QUINN, CONNOR, WEAVER & DAVIES Service code 29 · EIN 45-1444874 | Legal | $18,453 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 12 · EIN 95-1702986 | Direct payment from the plan; Claims ... | $17,192 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Filed as: BOYD WATTERSON GSA FUND, LP Service code 52 · EIN 45-2061717 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,943 | $57,921+55.3% | $84,750+6.1% | $57,658+56.0% |
| Participation rate | 90.9% | 72.9%+18.0pp | 76.6%+14.3pp | 70.2%+20.7pp |
| Annual return | 5.87% | 10.24%-4.4pp | 22.78%-16.9pp | 5.13%+0.7pp |
| Employer contribution / active EE | $9,796 | $2,598+277.0% | $3,574+174.1% | $1,974+396.3% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $601 | $130+363.6% | $5,332-88.7% | $95+536.0% |