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 |
|---|---|---|
BLACK & PINCKARD LLC2+ years Filed as: BLACK & PINCKARD Service code 99 · EIN 26-0079381 P. O. BOX 26384 · BIRMINGHAM, AL 35260 | Other Fees | $9,000 |
MURFEE MEADOWS, INC.2+ years Service code 99 · EIN 63-1086621 120 OFFICE PARK DRIVE, SUITE 100 · BIRMINGHAM, AL 35223 | Other Fees | $2,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,794 | $71,192+52.8% | $117,854-7.7% | $62,292+74.7% |
| Participation rate | 85.6% | 74.2%+11.4pp | 79.7%+5.9pp | 69.5%+16.1pp |
| Annual return | 10.99% | 18.66%-7.7pp | 335.08%-324.1pp | 28.90%-17.9pp |
| Employer contribution / active EE | $2,623 | $1,934+35.7% | $3,786-30.7% | $2,042+28.5% |
| Participant deferral / active EE | $5,457 | $3,189+71.1% | $4,482+21.8% | $3,169+72.2% |
| Admin fee / account holder | $58 | $587-90.2% | $8,020-99.3% | $479-87.9% |