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 |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,617 |
PINNACLE TRUST CO2 years Service code 27 101 PORT STREET · MADISON, MS 39110 | Advisory (Plan) | $9,508 |
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 | $18,195 | $47,922-62.0% | $75,886-76.0% | $65,185-72.1% |
| Participation rate | 91.0% | 63.0%+28.0pp | 69.3%+21.7pp | 70.2%+20.8pp |
| Annual return | 23.02% | 24.12%-1.1pp | 30.76%-7.7pp | 29.38%-6.4pp |
| Employer contribution / active EE | $1,418 | $1,557-8.9% | $2,500-43.3% | $2,177-34.8% |
| Participant deferral / active EE | $2,227 | $2,550-12.7% | $3,603-38.2% | $3,514-36.6% |
| Admin fee / account holder | $207 | $532-61.0% | $5,418-96.2% | $847-75.5% |