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 |
|---|---|---|
Filed as: GULF STATES CONSULTANTS & ADMIN INC Service code 13 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $86,400 |
ULLICO5 years Filed as: ULLICO INFRASTRUCTURE TAX EXEMPT Service code 28 · EIN 90-0622302 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Investment Management | $56,198 |
MARQUETTE ASSOCIATES11+ years Filed as: MARQUETTE ASSOCIATES INC Service code 51 · EIN 36-3485298 180 N LASALLE, SUITE 3500 · CHICAGO, IL 60601 | Investment Mgmt Fees | $40,000 |
Service code 28 · EIN 52-6218800 7315 WISCONSIN AVENUE, SUITE 200W · BETHESDA, MD 20814 | Investment Management | $37,607 |
BENESYS, INC.11+ years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST 610 · CARMEL, IN 46032 | Actuarial | $31,250 |
CARR, RIGGS & INGRAM, LLC4 years Service code 10 · EIN 72-1396621 1117 BOLL WEEVIL CIRCLE · ENTERPRISE, AL 36330 | Accounting | $23,909 |
US BANK1 year Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 1555 N. RIVERCENTER DR., SUITE 300 · MILWAUKEE, WI 53212 | Securities Custodian | $14,662 |
CSM&D1 year Filed as: CSM ADVISORS, LLC Service code 28 · EIN 84-3346426 2000 ERICSSON DRIVE, SUITE 100 · WARRENDALE, PA 15086 | Investment Management | $12,396 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES Service code 29 · EIN 45-1444874 2 20TH STREET NORTH, SUITE 930 · BIRMINGHAM, AL 35203 | Legal | $7,243 |
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.
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 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 12.63% | 9.12%+3.5pp | 9.57%+3.1pp | 10.77%+1.9pp |
| Employer contribution / active EE | $14,335 | $14,150+1.3% | $26,706-46.3% | $15,292-6.3% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |