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 |
|---|---|---|
Service code 15 · EIN 71-0177237 | Recordkeeping | $38,960 |
Filed as: RAYMOND JAMES Service code 28 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $27,114 |
HIGHLAND CONSULTING ASSOCIATES10+ years Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 20 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Trustee (individual) | $22,624 |
Filed as: ROBEIN URRANN SPENCER PICARD AND Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRE, LA 70002 | Legal | $16,456 |
LITTLE SHANEYFELT MARSHALL & CO.10+ years Filed as: LITTLE SHANNEYFELT MARSHALL & CO Service code 10 · EIN 71-0804806 | Accounting | $14,500 |
ELLIS, TUCKER & ALDRIDGE, LLP10+ years Service code 10 · EIN 71-0436076 | Accounting | $13,230 |
OSBORN, CARREIRO & ASSOCIATES, INC.10+ years Filed as: OSBORN, CARREIRO AND ASSOCIATES INC Service code 11 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $3,600 |
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 | $206,041-100.0% | $201,416-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 32.7%-32.7pp | 43.9%-43.9pp |
| Annual return | 14.51% | 7.45%+7.1pp | 8.09%+6.4pp | 13.05%+1.5pp |
| Employer contribution / active EE | $12,545 | $34,713-63.9% | $28,674-56.3% | $37,651-66.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $10-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $63,103-100.0% | $60,136-100.0% | $30,946-100.0% |