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 |
|---|---|---|
EIC9+ years Service code 27 · EIN 54-1310469 | Advisory (Plan) | $91,805 |
Filed as: SHANNON MILLETTE Service code 13 · EIN 42-0583743 4619 MAIN STREET · MOSS POINT, MS 39563 | Contract Administrator | $72,595 |
RAYMOND JAMES FINANCIAL SERVICES9+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $30,000 |
SAGE ADVISORY SERVICES9+ years Filed as: SAGE Service code 27 · EIN 74-2798841 | Advisory (Plan) | $28,580 |
KALIFEH BEDSOLE ADAMS PC5 years Filed as: KALIFEH BEDSOLE ADAMS,PC Service code 10 · EIN 63-1134001 3224 EXECUTIVE PARK CIRCLE · MOBILE, AL 36606 | Accounting | $27,000 |
LOOMIS SAYLES2 years Filed as: LOOMIS Service code 27 | Advisory (Plan) | $21,009 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 · EIN 72-0999672 | Legal | $17,386 |
DUMMER LAW GROUP, PLLC6 years Service code 29 · EIN 46-4066516 770 WATER ST · BILOXI, MS 39530 | Legal | $16,372 |
RIDGEWORTH7 years Filed as: KAYNE Service code 27 · EIN 95-4575414 | Advisory (Plan) | $14,148 |
LAZARD ASSET MANAGEMENT9+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 | Advisory (Plan) | $11,123 |
See 1 actuary disclosure. $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.
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 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 14.11% | 6.77%+7.3pp | 10.54%+3.6pp | 7.65%+6.5pp |
| Employer contribution / active EE | $8,250 | $23,265-64.5% | $26,782-69.2% | $20,599-60.0% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |