Filed August 9, 2016
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 |
|---|---|---|
HANCOCK WHITNEY BANK6 years Service code 27 · EIN 64-0169065 | Advisory (Plan) | $90,000 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,711 |
KRUGGEL, LAWTON & COMPANY, LLC10+ years Filed as: KRUGGEL, LAWTON & COMPANY LLC Service code 10 · EIN 35-1307701 | Accounting | $23,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$59,386 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,886 | $112,623-26.4% | $106,213-22.0% | $199,593-58.5% |
| Participation rate | 82.4% | 86.2%-3.9pp | 75.3%+7.1pp | 72.0%+10.4pp |
| Annual return | 14.74% | 15.57%-0.8pp | 116.14%-101.4pp | 34.25%-19.5pp |
| Employer contribution / active EE | $3,056 | $4,575-33.2% | $3,171-3.6% | $3,034+0.7% |
| Participant deferral / active EE | $5,845 | $6,659-12.2% | $5,016+16.5% | $5,087+14.9% |
| Admin fee / account holder | $45 | $107-58.4% | $11,033-99.6% | $269-83.4% |