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 |
|---|---|---|
GULF STATES CONS & ADM INC3+ years Filed as: GULF STATES CONSULTANTS & ADMIN INC Service code 13 · EIN 63-0733807 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $42,000 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 27 · EIN 27-5440911 6075 POPULAR AVE SUITE 703 · MEMPHIS, TN 38119 | Advisory (Plan) | $36,603 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U S BANK Service code 51 · EIN 31-0841368 1555 N RIVERCENTER DRIVE SUITE 300 · MILWAUKEE, WI 53212 | Investment Mgmt Fees | $17,497 |
SOUTHERN ACTUARIAL SERVICES2 years Filed as: SOUTHERN ACTUARIAL SERVICES INC Service code 11 · EIN 64-6035381 PO BOX 888343 · ATLANTA, GA 30356 | Actuarial | $5,700 |
KALIFEH BEDSOLE ADAMS PC2 years Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $5,200 |
ASCENSUS LLC2 years Filed as: LEDBETTER PARIS SOLLARS LLC Service code 29 · EIN 03-0599899 9240 MARKETPLACE DR · MIAMISBERG, OH 45342 | Legal | $4,636 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 8.33% | 12.23%-3.9pp | 10.36%-2.0pp | 13.95%-5.6pp |
| Employer contribution / active EE | $2,192 | $18,059-87.9% | $37,738-94.2% | $16,598-86.8% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |