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.
| Provider | Service type | Compensation |
|---|---|---|
PANTEXAS DETERRENCE, LLC1+ years Service code 14 · EIN 92-3671850 P.O. BOX 30020 · AMARILLO, TX 791200020 | Plan Administrator | $122,643 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 500 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Directed Trustee | $25,798 |
KILPATRICK TOWNSEND1+ years Filed as: KILPATRICK TOWNSEND STOCKTON, LLP Service code 29 · EIN 58-0511774 1100 PEACHTREE STREET NE SUITE 2800 · ATLANTA, GA 303094528 | Legal | $19,801 |
ALSTON & BIRD LLP1+ years Service code 29 · EIN 58-0137615 1201 WEST PEACHTREE ST. SUITE 4900 · ATLANTA, GA 303094528 | Legal | $15,820 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Claims processing | $15,222 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT INC Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICAGO, IL 60606 | Investment Management | $13,423 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,198-100.0% | $290,873-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 11.0%-11.0pp |
| Annual return | 0.17% | 9.01%-8.8pp | 7.18%-7.0pp | 8.23%-8.1pp |
| Employer contribution / active EE | $42,759 | $12,511+241.8% | $35,855+19.3% | $13,859+208.5% |
| Participant deferral / active EE | $0 | $107-100.0% | $162-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,724-100.0% | $1,652-100.0% |