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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $65,000 |
Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $56,760 |
Service code 19 · EIN 91-1163419 1200 6TH AVE 700 · SEATTLE, WA 98101 | Securities Custodian | $46,413 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Securities Custodian | $31,382 |
ORLEANS CAPITAL MANAGEMENT10+ years Service code 28 P.O. BOX 1750 · MANDEVILLE, LA 70470 | Investment Management | $29,953 |
COMERICA BANK1 year Filed as: COMERICA BANK & TRUST, N.A. Service code 19 · EIN 83-6457566 101 NORTH MAIN STREET · ANN ARBOR, MI 48104 | Securities Custodian | $26,979 |
Filed as: NATIONAL INVESTMENT SERVICES, LLC Service code 19 · EIN 84-3937993 777 E WISCONSIN AVE 2350 · MILWAUKEE, WI 53202 | Securities Custodian | $25,704 |
HANCOCK WHITNEY BANK6 years Service code 19 · EIN 72-0210640 2510 14TH ST · GULFPORT, MS 39501 | Securities Custodian | $22,066 |
DANIELS, IRWIN & AYLOR2 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 371153660 | Accounting | $17,425 |
ROBEIN, URANN, SPENCER, PICARD & CA10+ years Filed as: ROBEIN, URANN, SPENCER & PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $10,404 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,930 | $95,880+8.4% | $107,525-3.3% | $85,563+21.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 5.03% | 68.06%-63.0pp | 181.32%-176.3pp | 31.51%-26.5pp |
| Employer contribution / active EE | $11,735 | $3,812+207.8% | $3,754+212.6% | $2,654+342.2% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $400 | $1,025-61.0% | $8,919-95.5% | $834-52.0% |