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 |
|---|---|---|
RENASANT BANK1 year Service code 21 209 TROY ST · TUPELO, MS 38802 | Bank Trustee | $80,043 |
Filed as: EPIC RETIREMENT PLAN SERVICES, INC. Service code 15 · EIN 16-1450952 | Recordkeeping | $11,726 |
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 | $35,903 | $91,517-60.8% | $101,248-64.5% | $73,409-51.1% |
| Participation rate | 90.9% | 73.8%+17.1pp | 75.8%+15.1pp | 72.2%+18.7pp |
| Annual return | 18.89% | 17.17%+1.7pp | 46.47%-27.6pp | 59.29%-40.4pp |
| Employer contribution / active EE | $3,430 | $2,877+19.2% | $3,660-6.3% | $2,234+53.5% |
| Participant deferral / active EE | $3,914 | $3,338+17.3% | $4,370-10.4% | $3,805+2.9% |
| Admin fee / account holder | $198 | $216-8.0% | $5,945-96.7% | $158+25.7% |