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 BANK1+ years Service code 15 · EIN 64-0180810 | Recordkeeping | $110,747 |
HAYEK KALLEN INVESTMENT MANAGE1+ years Filed as: HAYEK KALLEN Service code 26 · EIN 63-1215730 | Advisory (Participants) | $15,328 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 15 · EIN 27-2037969 | Recordkeeping | $13,742 |
LEGG MASON1+ years Service code 26 100 INTERNATIONAL DR. · BALTIMORE, MD 21202 | Advisory (Participants) | $11,231 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,064 | $37,117+212.7% | $147,614-21.4% | $55,191+110.3% |
| Participation rate | 99.6% | 63.6%+36.0pp | 84.6%+15.0pp | 69.2%+30.5pp |
| Annual return | 0.91% | 3.44%-2.5pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $4,879 | $1,620+201.1% | $5,564-12.3% | $1,899+157.0% |
| Participant deferral / active EE | $2,328 | $1,985+17.2% | $4,895-52.5% | $3,046-23.6% |
| Admin fee / account holder | $437 | $86+411.2% | $11,611-96.2% | $91+381.9% |