See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MITCHELL MCLEOD PUGH & WILLIAMS Service code 28 2610 DAUPHIN STREET · MOBILE, AL 36606 | Investment Management | $56,413 |
REGIONS BANK1+ years Service code 21 · EIN 63-6129301 | Bank Trustee | $22,331 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 41-1246679 | Recordkeeping | $9,961 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,760 | $75,828+71.1% | $147,614-12.1% | $59,632+117.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.21% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $9,326 | $3,485+167.6% | $5,564+67.6% | $2,203+323.4% |
| Participant deferral / active EE | $5,982 | $3,130+91.1% | $4,895+22.2% | $3,192+87.4% |
| Admin fee / account holder | $646 | $5,985-89.2% | $11,611-94.4% | $4,297-85.0% |