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 |
|---|---|---|
Service code 27 205 E MAIN ST · CLINTON, MS 390564261 | Advisory (Plan) | $6,893 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,375 | $61,156-73.2% | $185,823-91.2% | $79,386-79.4% |
| Participation rate | 77.4% | 66.6%+10.8pp | 81.7%-4.3pp | 70.7%+6.7pp |
| Annual return | 24.10% | 19.45%+4.6pp | 122.05%-98.0pp | 116.85%-92.8pp |
| Employer contribution / active EE | $1,729 | $2,321-25.5% | $5,167-66.5% | $2,427-28.8% |
| Participant deferral / active EE | $3,356 | $2,789+20.3% | $5,568-39.7% | $4,046-17.0% |
| Admin fee / account holder | $95 | $710-86.6% | $16,237-99.4% | $626-84.9% |