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 |
|---|---|---|
MILLETTE ADMINISTRATORS10+ years Service code 13 · EIN 42-0583743 4619 MAIN STREET · MOSS POINT, MS 39563 | Contract Administrator | $83,831 |
EIC10+ years Service code 27 · EIN 54-1310469 | Advisory (Plan) | $78,443 |
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $30,000 |
SAGE ADVISORY SERVICES10+ years Filed as: SAGE Service code 27 · EIN 74-2798841 | Advisory (Plan) | $29,040 |
LOOMIS SAYLES3 years Filed as: LOOMIS Service code 27 | Advisory (Plan) | $23,724 |
KALIFEH BEDSOLE ADAMS PC1 year Filed as: THE KBA GROUP, PC Service code 10 · EIN 63-1134001 720 EXECUTIVE PARK DRIVE · MOBILE, AL 36606 | Accounting | $20,000 |
RIDGEWORTH8 years Filed as: KAYNE Service code 27 · EIN 95-4575414 | Advisory (Plan) | $14,932 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 | Advisory (Plan) | $11,914 |
Filed as: ROBEIN, URANN, SPENCER, PICARD Service code 29 · EIN 72-0999672 | Legal | $11,175 |
DUMMER LAW GROUP, PLLC7 years Service code 29 · EIN 46-4066516 770 WATER ST · BILOXI, MS 39530 | Legal | $9,425 |
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 8.08% | 9.14%-1.1pp | 16.77%-8.7pp | 9.14%-1.1pp |
| Employer contribution / active EE | $8,602 | $19,963-56.9% | $28,306-69.6% | $19,963-56.9% |
| Participant deferral / active EE | $0 | $919-100.0% | $40-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |