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 ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-5440911 6075 POPLAR AVE SUITE 703 · MEMPHIS, TN 38119 | Investment Management | $157,586 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Service code 28 · EIN 11-3786306 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $79,754 |
Filed as: GULF STATES CONSULTANTS & ADMIN INC Service code 13 · EIN 63-0836919 1717 OLD SHELL ROAD · MOBILE, AL 36604 | Contract Administrator | $78,600 |
ULLICO4 years Filed as: ULLICO INFRASTRUCTURE Service code 28 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Management | $58,276 |
REYNOLDS CONSULTING SERVICES6 years Filed as: REYNOLDS CONSULTING SERVICES INC Service code 51 · EIN 20-1899564 410 JERICHO TURNPIKE · JERICHO, NY 11753 | Investment Mgmt Fees | $40,750 |
HANCOCK WHITNEY BANK10+ years Filed as: HANCOCK BANK Service code 19 · EIN 64-1069065 PO BOX 4019 · GULFPORT, MS 39502 | Securities Custodian | $25,487 |
CLIFTONLARSONALLEN LLP2 years Filed as: CRI ADVISORS, LLC Service code 10 · EIN 72-1396621 1117 BOLL WEEVIL CIRCLE · ENTERPRISE, AL 36330 | Accounting | $25,322 |
SOUTHERN ACTUARIAL SERVICES6 years Filed as: SOUTHERN ACTUARIAL SERVICES LLC Service code 11 · EIN 64-6035381 68 JOPENA BOULEVARD · HOSCHTON, GA 30548 | Actuarial | $18,825 |
Filed as: QUINN, CONNOR, WEAVER, DAVIES Service code 29 · EIN 45-1444874 2 20TH STREET NORTH, SUITE 930 · BIRMINGHAM, AL 35203 | Legal | $17,424 |
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 | 9.85% | 9.12%+0.7pp | 9.57%+0.3pp | 10.77%-0.9pp |
| Employer contribution / active EE | $11,002 | $14,150-22.3% | $26,706-58.8% | $15,292-28.1% |
| 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% | - |