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 9-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 |
|---|---|---|
Service code 13 · EIN 72-0684309 | Contract Administrator | $17,081 |
BANCORPSOUTH BANK1 year Service code 21 · EIN 64-0782370 | Bank Trustee | $17,037 |
THE BAVA GROUP LLC1 year Service code 34 · EIN 06-1762342 | Valuation (appraisals, etc.) | $6,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,985 | $71,142-52.2% | $119,609-71.6% | $64,808-47.6% |
| Participation rate | 99.7% | 78.6%+21.1pp | 79.3%+20.5pp | 71.5%+28.3pp |
| Annual return | 42.15% | -10.01%+52.2pp | -14.97%+57.1pp | 32.82%+9.3pp |
| Employer contribution / active EE | $1,084 | $2,497-56.6% | $4,232-74.4% | $2,506-56.7% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $83 | $162-49.0% | $10,323-99.2% | $188-55.9% |