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 |
|---|---|---|
KELMAN LAZAROV3+ years Service code 27 5100 POPLAR AV. · MEMPHIS, TN 38137 | Advisory (Plan) | $70,154 |
ELLIS BENEFITS GROUP, INC.3+ years Filed as: ELLIS AND WARD CONSULTING GROUP, IN Service code 11 · EIN 61-1417683 985 CORDOVA STATION AV. · CORDOVA, TN 38018 | Actuarial | $15,890 |
Filed as: NAIL MCKINNEY, P.A. Service code 10 · EIN 64-0760834 P.O. BOX 196 · TUPELO, MS 38802 | Accounting | $11,150 |
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 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 8.86% | 10.98%-2.1pp | 10.53%-1.7pp | 10.41%-1.6pp |
| Employer contribution / active EE | $14,759 | $15,231-3.1% | $29,360-49.7% | $14,691+0.5% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |