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 10-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 |
|---|---|---|
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET STE 2920 · CHARLOTTE, NC 28202 | Investment Management | $130,042 |
WESTWOOD TRUST1+ years Service code 28 · EIN 75-6398238 200 CRESCENT DRIVE STE 1200 · DALLAS, TX 75201 | Investment Management | $104,277 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. STE 100 · SAVANNAH, GA 31406 | Advisory (Plan) | $97,185 |
PENN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 22-2796848 THREE CRESCENT DRIVE STE 400 · PHILADELPHIA, PA 19112 | Investment Management | $42,567 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 56-6593356 525 OKEECHOBEE BOULEVARD · WEST PALM BEACH, FL 33401 | Investment Management | $36,552 |
LAURI KENNEDY1+ years Filed as: LAURI KING Service code 30 · EIN 63-6055108 801 ST FRANCIS STREET · MOBILE, AL 36602 | Employee (plan); Direct payment from ... | $32,250 |
BHA CONSULTING1+ years Filed as: BHA CONSULTING LLC Service code 11 · EIN 58-1887148 5400 LAUREL SPRINGS PARKWAY ST 1306 · SUWANEE, GA 30024 | Actuarial | $31,639 |
MATT STRINGER1+ years Service code 30 · EIN 63-6055108 801 ST FRANCIS STREET · MOBILE, FL 36602 | Employee (plan); Direct payment from ... | $24,847 |
REGIONS BANK1+ years Service code 19 · EIN 63-0371391 11 NORTH WATERS STREET 28 FLOOR · MOBILE, FL 36602 | Securities Custodian | $24,447 |
TAMMY GRAVES1+ years Filed as: TAMMY COBB Service code 30 · EIN 63-6055108 801 ST FRANCIS STREET · MOBILE, FL 36602 | Direct payment from the plan; Employe... | $19,692 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 0.55% | 5.13%-4.6pp | 4.74%-4.2pp | 7.18%-6.6pp |
| Employer contribution / active EE | $6,297 | $14,689-57.1% | $36,089-82.6% | $13,095-51.9% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |