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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 27 · EIN 27-5440911 6075 POPLAR AVE SUITE 703 · MEMPHIS, TN 38119 | Advisory (Plan) | $31,771 |
GULF STATES CONS & ADM INC1+ years Filed as: GULF STATES CONSULTANTS & ADMIN INC Service code 13 · EIN 63-0733807 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $30,000 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U S BANK Service code 51 · EIN 31-0841368 1555N RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Investment Mgmt Fees | $12,231 |
ASCENSUS LLC1+ years Filed as: LEDBETTER, PARIS, SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DRIVE · MIAMISBERG, OH 45342 | Legal | $4,894 |
KALIFEH BEDSOLE ADAMS PC1+ years Filed as: KALIFEH, BEDSOLE & COMPANY PC Service code 10 · EIN 63-1134001 1340 SLEDGE DRIVE · MOBILE, AL 36606 | Accounting | $4,850 |
SOUTHERN ACTUARIAL SERVICES1+ years Filed as: SOUTHERN ACTUARY SERVICES INC Service code 11 · EIN 64-6035381 P O BOX 888343 · ATLANTA, GA 30356 | Actuarial | $4,100 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -1.44% | -1.13%-0.3pp | -0.81%-0.6pp | 2.81%-4.2pp |
| Employer contribution / active EE | $2,085 | $14,981-86.1% | $38,425-94.6% | $16,358-87.3% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |