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 | $365,873 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-1561860 50 SOUTH LASALLE STREEET · CHICAGO, IL 606031008 | Directed Trustee | $125,356 |
LEGAL & GENERAL INVESTMENT1+ years Filed as: LEGAL & GENERAL INVESTMENT MGMT INC Service code 28 · EIN 20-8058531 71 SOUTH WACKER DR. SUITE 800 · CHICAGO, IL 60606 | Investment Management | $84,314 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA LIFE INSURANCE Service code 12 · EIN 06-6033492 151 FARMINGTON AVENUE · HARTFORD, CT 06156 | Claims processing | $78,505 |
KILPATRICK TOWNSEND1+ years Filed as: KILPATRICK, TOWNSEND & STOCKTON, LL Service code 29 · EIN 58-0511774 1100 PEACHTREE ST. SUITE 2800 · ATLANTA, GA 303094528 | Legal | $19,563 |
ALSTON & BIRD LLP1+ years Service code 29 · EIN 58-0137615 1201 WEST PEACHTREE ST. SUITE 4900 · ATLANTA, GA 30309 | Legal | $15,820 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | -1.60% | 8.76%-10.4pp | 7.18%-8.8pp | 8.76%-10.4pp |
| Employer contribution / active EE | $30,803 | $16,627+85.3% | $35,855-14.1% | $16,627+85.3% |
| Participant deferral / active EE | $1,459 | $888+64.3% | $162+798.1% | $888+64.3% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |