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 |
|---|---|---|
RENASANT BANK2 years Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $28,805 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,932 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,733 | $58,264-67.8% | $86,612-78.4% | $71,457-73.8% |
| Participation rate | 89.3% | 65.0%+24.3pp | 71.7%+17.6pp | 67.9%+21.3pp |
| Annual return | 16.82% | 21.63%-4.8pp | 591.07%-574.2pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,879 | $2,574-27.0% | $3,022-37.8% | $2,588-27.4% |
| Participant deferral / active EE | $1,153 | $3,436-66.5% | $4,438-74.0% | $4,289-73.1% |
| Admin fee / account holder | $178 | $1,057-83.1% | $5,614-96.8% | $1,587-88.8% |