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 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $229,726 |
REYNOLDS CONSULTING SERVICES5+ years Service code 27 · EIN 20-1899564 25 NEWBRIDGE RD., STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $49,875 |
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 370701449 | Plan Administrator | $29,331 |
WILMINGTON TRUST5+ years Service code 19 · EIN 16-0538020 1100 N MARKET STREET · WILMINGTON, DE 19890 | Securities Custodian | $24,839 |
DANIELS, IRWIN & AYLOR3 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST., STE 112 · MADISON, TN 37115 | Accounting | $18,175 |
Filed as: QUINN, CONNOR, WEAVER & DAVIES Service code 29 · EIN 45-1444874 2 20TH ST. N, STE 930 · BIRMINGHAM, AL 35203 | Legal | $5,560 |
BOYD WATTERSON ASSET MANAGEMENT5+ years Filed as: BOYD WATTERSON GSA FUND, LP Service code 28 · EIN 45-2061717 1801 E 9TH ST., STE 1400 · CLEVELAND, OH 44114 | Investment Management | $0 |
MONEY CONCEPTS CAPITAL CORP4 years Filed as: MONEY MARKET & MUTUAL FUNDS Service code 19 | Securities Custodian | $0 |
NEWTOWER TRUST COMPANY3 years Service code 19 · EIN 30-0872552 7315 WISCONSIN AVE, 350W · BETHESDA, MD 20814 | Securities Custodian | $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 | $115,575 | $91,517+26.3% | $101,248+14.1% | $73,409+57.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 12.36% | 17.17%-4.8pp | 46.47%-34.1pp | 59.29%-46.9pp |
| Employer contribution / active EE | $6,893 | $2,877+139.6% | $3,660+88.4% | $2,234+208.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $545 | $216+152.4% | $5,945-90.8% | $158+245.1% |