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 |
|---|---|---|
BANCORPSOUTH BANK6+ years Service code 55 · EIN 64-0782370 | Other Commissions | $43,666 |
LANDMARK PLC, CPAS1 year Filed as: LANDMARK PLC,CPA Service code 10 · EIN 71-0355269 | Accounting | $7,455 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,496 | $52,293+19.5% | $178,490-65.0% | $73,409-14.9% |
| Participation rate | 40.1% | 65.3%-25.2pp | 81.9%-41.8pp | 72.2%-32.1pp |
| Annual return | 16.16% | 34.75%-18.6pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,059 | $1,735-39.0% | $5,011-78.9% | $2,234-52.6% |
| Participant deferral / active EE | $2,104 | $2,332-9.8% | $5,202-59.5% | $3,805-44.7% |
| Admin fee / account holder | $5 | $127-96.3% | $13,984-100.0% | $158-97.0% |