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 | $38,358 |
REGIONS BANK3+ years Service code 21 · EIN 63-6129301 | Bank Trustee | $18,944 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 41-1246679 | Recordkeeping | $6,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $156,508 | $55,453+182.2% | $170,442-8.2% | $62,292+151.2% |
| Participation rate | 92.9% | 66.4%+26.5pp | 83.6%+9.3pp | 69.5%+23.3pp |
| Annual return | 14.05% | 21.38%-7.3pp | 205.93%-191.9pp | 28.90%-14.8pp |
| Employer contribution / active EE | $9,744 | $2,164+350.4% | $5,433+79.4% | $2,042+377.1% |
| Participant deferral / active EE | $5,885 | $2,303+155.6% | $4,939+19.1% | $3,169+85.7% |
| Admin fee / account holder | $405 | $455-10.9% | $13,880-97.1% | $479-15.4% |