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 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $209,294 |
REYNOLDS CONSULTING SERVICES3+ years Service code 27 · EIN 20-1899564 25 NEWBRIDGE RD., STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $47,500 |
WILMINGTON TRUST3+ years Service code 19 · EIN 16-0538020 1100 N MARKET STREET · WILMINGTON, DE 19890 | Securities Custodian | $36,792 |
Filed as: QUINN, CONNOR, WEAVER & DAVIES Service code 29 · EIN 45-1444874 2 20TH ST. N, STE 930 · BIRMINGHAM, AL 35203 | Legal | $33,363 |
DANIELS, IRWIN & AYLOR1 year Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 37115 | Accounting | $16,566 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 12 · EIN 95-1702986 100 CRESCENT CENTRE PKWY · TUCKER, GA 30084 | Claims processing | $15,951 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Filed as: BOYD WATTERSON GSA FUND, LP Service code 52 · EIN 45-2061717 1801 E 9TH ST., STE 1400 · CLEVELAND, OH 44114 | Indirect Investment Fees | $13,998 |
AGH WEALTH ADVISORS, LLC2 years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 3500 PIEDMONT RD, STE 500 · ATLANTA, GA 30305 | Accounting | $9,080 |
MONEY CONCEPTS CAPITAL CORP2 years Filed as: MONEY MARKET & MUTUAL FUNDS Service code 19 | Securities Custodian | $0 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 30-0872552 7315 WISCONSIN AVE, 350W · BETHESDA, MD 20814 | Investment Management | $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 | $93,009 | $56,443+64.8% | $83,848+10.9% | $55,725+66.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 10.04% | 393.67%-383.6pp | 850.88%-840.8pp | 244.93%-234.9pp |
| Employer contribution / active EE | $6,989 | $2,682+160.6% | $3,631+92.5% | $2,078+236.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $590 | $156+277.5% | $5,478-89.2% | $115+412.1% |