Filed March 16, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
SILAS SIMMONS, LLP1 year Service code 10 · EIN 64-0319291 209 N.COMMERCE STREET · NATCHEZ, MS 39120 | Accounting | $8,975 |
SOUTHARD FINANCIAL1 year Service code 34 · EIN 46-1631669 5050 POPLAR AVENUE, SUITE 708 · MEMPHIS, TN 38157 | Valuation (appraisals, etc.) | $7,200 |
Filed as: BENEFIT PROFESSIONALS,INC. Service code 13 · EIN 47-3882281 629 LAKELAND EAST DRIVE · JACKSON, MS 39232 | Contract Administrator | $5,680 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,875 | $79,523-67.5% | $140,016-81.5% | $56,287-54.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | 4.24% | 2.39%+1.9pp | 651.12%-646.9pp | -9.96%+14.2pp |
| Employer contribution / active EE | $488 | $3,350-85.4% | $5,606-91.3% | $2,111-76.9% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $278 | $614-54.7% | $10,705-97.4% | $521-46.6% |