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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 27 · EIN 59-1517485 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $78,146 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $38,338 |
DANIELS, IRWIN & AYLOR10+ years Service code 10 · EIN 62-1802605 223 MADISON ST. STE 112 · MADISON, TN 37115 | Accounting | $15,625 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $14,347 |
MONEY CONCEPTS CAPITAL CORP6 years Filed as: MONEY MARKET & MUTUAL FUNDS Service code 19 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,294 | $103,641-84.3% | $107,525-84.8% | $102,872-84.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 7.88% | 13.08%-5.2pp | 181.32%-173.4pp | 19.06%-11.2pp |
| Employer contribution / active EE | $4,721 | $5,096-7.4% | $3,754+25.8% | $3,526+33.9% |
| Participant deferral / active EE | $0 | $3,789-100.0% | $5,116-100.0% | $5,535-100.0% |
| Admin fee / account holder | $43 | $276-84.4% | $8,919-99.5% | $292-85.2% |