See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DUGAS, SOILEAU & BREAUX, L.L.C.2+ years Service code 15 P.O. DRAWER 307 · CROWLEY, LA 705270307 | Recordkeeping | $11,700 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT CO. Service code 15 133 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping | $1,300 |
Filed as: CULLEN INVESTMENT GROUP, LTD. Service code 33 P.O. BOX 53669 · LAFAYETTE, LA 705053669 | Securities brokerage | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,633 | $57,658-79.8% | - | $57,658-79.8% |
| Participation rate | 96.1% | 70.2%+25.9pp | - | 70.2%+25.9pp |
| Annual return | 8.40% | 5.13%+3.3pp | - | 5.13%+3.3pp |
| Employer contribution / active EE | $205 | $1,974-89.6% | - | $1,974-89.6% |
| Participant deferral / active EE | $910 | $3,061-70.3% | - | $3,061-70.3% |
| Admin fee / account holder | $27 | $95-71.0% | - | $95-71.0% |