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 60 · EIN 04-2647786 | Sub-TA Fees | $69,375 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,618 |
MEDICAL CENTER CLINIC5 years Service code 14 · EIN 59-2193856 | Plan Administrator | $15,017 |
Filed as: SALTMARSH, CLEAVELAND,& GUND Service code 10 · EIN 59-2922169 | Accounting | $12,500 |
HANCOCK WHITNEY BANK1 year Service code 27 · EIN 64-0169065 | Advisory (Plan) | $8,663 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 60 | Sub-TA Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,348 | $46,292+257.2% | $143,757+15.0% | $64,808+155.1% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -16.40% | -10.05%-6.4pp | -0.04%-16.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $8,173 | $1,910+328.0% | $4,951+65.1% | $2,506+226.1% |
| Participant deferral / active EE | $6,904 | $2,646+160.9% | $5,637+22.5% | $4,310+60.2% |
| Admin fee / account holder | $220 | $154+43.2% | $14,673-98.5% | $188+17.2% |