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 |
|---|---|---|
MAGNOLIA CAPITAL ADVISORS3 years Filed as: MAGNOLIA CAPITOL ADVISORS LLC Service code 27 4500 I-55 NORTH STE 291 · JACKSON, MS 39211 | Advisory (Plan) | $73,522 |
WITHUMSMITH+BROWN, PC1 year Filed as: TANN, BROWN & RUSS CO., PLLC Service code 99 7501 LAKELAND DR STE 300 · JACKSON, MS 39216 | Other Fees | $15,775 |
AZALEA ADMINISTRATION LLC3 years Service code 13 PO BOX 180293 · MOBILE, AL 36618 | Contract Administrator | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $956 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,341 | $77,899+281.7% | $149,673+98.7% | $75,163+295.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.72% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $13,853 | $3,137+341.5% | $4,818+187.5% | $2,670+418.9% |
| Participant deferral / active EE | $6,004 | $3,411+76.0% | $5,680+5.7% | $4,125+45.5% |
| Admin fee / account holder | $850 | $5,956-85.7% | $13,210-93.6% | $5,651-85.0% |