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.
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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 25 248 E CAPITOL ST STE 580 · JACKSON, MS 39201 | Directed Trustee | $13,475 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,452 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,991 | $54,590+24.5% | $81,930-17.0% | $73,488-7.5% |
| Participation rate | 18.2% | 68.3%-50.1pp | 72.0%-53.8pp | 70.7%-52.4pp |
| Annual return | 15.74% | 17.74%-2.0pp | 29.49%-13.8pp | 28.51%-12.8pp |
| Employer contribution / active EE | $581 | $1,636-64.5% | $4,310-86.5% | $2,270-74.4% |
| Participant deferral / active EE | $1,380 | $2,759-50.0% | $7,107-80.6% | $3,740-63.1% |
| Admin fee / account holder | $528 | $592-10.8% | $5,158-89.8% | $513+3.0% |