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 |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES6+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $40,000 |
EIC6+ years Service code 27 · EIN 54-1310469 | Advisory (Plan) | $25,777 |
DUMMER LAW GROUP, PLLC3 years Service code 29 · EIN 46-4066516 770 WATER ST · BILOXI, MS 39530 | Legal | $14,972 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 · EIN 72-0999672 | Legal | $7,135 |
KALIFEH BEDSOLE ADAMS PC2 years Filed as: KALIFEH BEDSOLE ADAMS,PC Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $7,000 |
HANCOCK WHITNEY BANK3 years Filed as: HANCOCK/WHITNEY Service code 27 · EIN 64-0169065 | Advisory (Plan) | $5,689 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $490,804-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.6%-3.6pp |
| Annual return | 15.05% | 30.31%-15.3pp | 14.84%+0.2pp | 11.84%+3.2pp |
| Employer contribution / active EE | $8,678 | $21,473-59.6% | $37,950-77.1% | $17,339-50.0% |
| Participant deferral / active EE | $0 | $1,883-100.0% | $127-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1-100.0% | $409-100.0% |