See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
HANCOCK WHITNEY BANK4 years Service code 27 2510 14TH ST · GULFPORT, MS 39501 | Advisory (Plan) | $29,776 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,596 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,601 | $100,923-66.7% | $150,045-77.6% | $74,304-54.8% |
| Participation rate | 96.1% | 70.1%+26.0pp | 82.3%+13.8pp | 60.3%+35.7pp |
| Annual return | 31.38% | 51.77%-20.4pp | 62.55%-31.2pp | 29.43%+1.9pp |
| Employer contribution / active EE | $3,521 | $3,463+1.7% | $4,693-25.0% | $2,241+57.1% |
| Participant deferral / active EE | $9,023 | $6,709+34.5% | $7,997+12.8% | $3,767+139.5% |
| Admin fee / account holder | $167 | $2,767-94.0% | $13,435-98.8% | $2,969-94.4% |