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 |
|---|---|---|
FIRST SECURITY BANK4+ years Service code 14 · EIN 64-0322079 295 HWY 6 WEST · BATESVILLE, MS 38606 | Plan Administrator | $21,685 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $54,022 | $79,523-32.1% | $140,016-61.4% | $56,287-4.0% |
| Participation rate | 88.2% | 85.7%+2.5pp | 87.5%+0.7pp | 69.9%+18.4pp |
| Annual return | -3.45% | 2.39%-5.8pp | 651.12%-654.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $1,142 | $3,350-65.9% | $5,606-79.6% | $2,111-45.9% |
| Participant deferral / active EE | $2,434 | $5,129-52.5% | $6,927-64.9% | $3,350-27.3% |
| Admin fee / account holder | $81 | $614-86.8% | $10,705-99.2% | $521-84.4% |