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 |
|---|---|---|
TRUSTMARK NATIONAL BANK5+ years Service code 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $30,436 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,793 | $52,953-60.7% | $172,739-88.0% | $65,185-68.1% |
| Participation rate | 47.6% | 66.2%-18.5pp | 82.6%-35.0pp | 70.2%-22.6pp |
| Annual return | 33.71% | 30.12%+3.6pp | 802.84%-769.1pp | 29.38%+4.3pp |
| Employer contribution / active EE | $807 | $2,190-63.2% | $5,143-84.3% | $2,177-62.9% |
| Participant deferral / active EE | $1,203 | $2,471-51.3% | $5,198-76.9% | $3,514-65.8% |
| Admin fee / account holder | $299 | $472-36.7% | $13,954-97.9% | $847-64.8% |