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 BANK2+ years Service code 15 · EIN 64-0180810 | Recordkeeping | $12,396 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,290 |
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 | $16,258 | $46,297-64.9% | $71,671-77.3% | $62,292-73.9% |
| Participation rate | 86.5% | 60.6%+25.8pp | 68.7%+17.7pp | 69.5%+17.0pp |
| Annual return | 15.13% | 22.32%-7.2pp | 20.65%-5.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,168 | $1,412-17.3% | $2,460-52.5% | $2,042-42.8% |
| Participant deferral / active EE | $2,053 | $2,235-8.2% | $3,438-40.3% | $3,169-35.2% |
| Admin fee / account holder | $221 | $461-51.9% | $5,558-96.0% | $479-53.8% |