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 8-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 |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $13,869 |
Filed as: GULF COAST BANK & TRUST Service code 26 1825 VETERANS BLVD · METAIRIE, LA 70005 | Advisory (Participants) | $5,044 |
SENTINEL PENSION LLC1 year Filed as: SENTINEL PENSION Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $4,680 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $18,936 | $84,487-77.6% | $125,339-84.9% | $66,914-71.7% |
| Participation rate | 54.8% | 76.4%-21.6pp | 82.4%-27.6pp | 69.8%-15.0pp |
| Annual return | -10.55% | -8.39%-2.2pp | 572.05%-582.6pp | 1.58%-12.1pp |
| Employer contribution / active EE | $1,945 | $3,553-45.3% | $4,814-59.6% | $2,544-23.6% |
| Participant deferral / active EE | $4,252 | $6,781-37.3% | $7,446-42.9% | $4,237+0.4% |
| Admin fee / account holder | $103 | $685-84.9% | $10,010-99.0% | $593-82.6% |