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 |
|---|---|---|
MASCAGNI WEALTH MANAGEMENT3 years Service code 27 205 E MAIN ST · CLINTON, MS 390564261 | Advisory (Plan) | $54,573 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $7,858 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $94,174 | $63,745+47.7% | $98,442-4.3% | $79,386+18.6% |
| Participation rate | 75.4% | 69.9%+5.5pp | 73.3%+2.0pp | 70.7%+4.6pp |
| Annual return | 13.47% | 625.80%-612.3pp | 1492.73%-1479.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $2,524 | $2,557-1.3% | $2,960-14.7% | $2,427+4.0% |
| Participant deferral / active EE | $3,710 | $3,303+12.3% | $4,276-13.2% | $4,046-8.3% |
| Admin fee / account holder | $510 | $516-1.2% | $5,949-91.4% | $626-18.7% |