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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.
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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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,182 |
REGION'S BANK1 year Service code 27 · EIN 13-6115217 | Advisory (Plan) | $20,214 |
TRUSTMARK NATIONAL BANK4+ years Service code 27 PO BOX 291 · JACKSON, MS 392050291 | Advisory (Plan) | $9,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,239 | $79,519-33.0% | $95,952-44.5% | $73,409-27.5% |
| Participation rate | 50.3% | 81.2%-30.9pp | 77.1%-26.7pp | 72.2%-21.8pp |
| Annual return | 15.33% | 19.20%-3.9pp | 91.61%-76.3pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,590 | $2,048-22.3% | $2,541-37.4% | $2,234-28.8% |
| Participant deferral / active EE | $2,866 | $4,138-30.8% | $4,167-31.2% | $3,805-24.7% |
| Admin fee / account holder | $234 | $184+26.7% | $6,795-96.6% | $158+47.9% |