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 |
|---|---|---|
Filed as: FRINGE BENEFIT ADMINISTRATORS Service code 13 · EIN 72-0710250 110 VETERANS BLVD · METAIRIE, LA 70005 | Contract Administrator | $0 |
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 | $34,690 | $89,553-61.3% | $81,367-57.4% | $52,331-33.7% |
| Participation rate | 100.0% | 82.2%+17.8pp | 82.3%+17.7pp | 68.1%+31.9pp |
| Annual return | -0.69% | 4.41%-5.1pp | -0.92%+0.2pp | 4.54%-5.2pp |
| Employer contribution / active EE | $3,442 | $3,780-8.9% | $3,930-12.4% | $1,882+82.9% |
| Participant deferral / active EE | $2,357 | $5,359-56.0% | $5,383-56.2% | $3,022-22.0% |
| Admin fee / account holder | $180 | $1,914-90.6% | $8,926-98.0% | $592-69.5% |