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 9-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 |
|---|---|---|
T. E. LOTT AND COMPANY1 year Filed as: T.E LOTT & COMPANY Service code 49 | Other Services | $13,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,075 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
T. E. LOTT AND COMPANY1 year Filed as: T.E. LOTT & COMPANY Service code 49 · EIN 64-0575804 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $41,921 | $55,415-24.4% | $155,509-73.0% | $74,495-43.7% |
| Participation rate | 69.1% | 61.9%+7.2pp | 78.2%-9.1pp | 67.2%+1.9pp |
| Annual return | 18.03% | 268.50%-250.5pp | 64.67%-46.6pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $1,847 | $2,267-18.5% | $4,672-60.5% | $2,623-29.6% |
| Participant deferral / active EE | $2,691 | $2,836-5.1% | $5,626-52.2% | $4,346-38.1% |
| Admin fee / account holder | $44 | $1,738-97.5% | $15,912-99.7% | $1,942-97.7% |