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 10-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 |
|---|---|---|
ARMADA ADVISORS, INC.7 years Service code 27 · EIN 26-4640626 610 NORTH SPRING STREET · PENSACOLA, FL 32501 | Advisory (Plan) | $49,647 |
CANAL HR, INC.7 years Service code 10 · EIN 46-1197378 POST OFFICE BOX 8798 · METAIRIE, LA 70011 | Accounting | $18,850 |
SALTMARSH, CLEVELAND & GUND7 years Service code 10 · EIN 59-2922169 900 NORTH 12TH AVENUE · PENSACOLA, LA 32501 | Accounting | $17,500 |
Service code 10 · EIN 58-2678386 POST OFFICE BOX 19223 · NEW ORLEANS, LA 70179 | Accounting | $8,825 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $105,045 | $106,028-0.9% | $146,958-28.5% | $77,643+35.3% |
| Participation rate | 41.0% | 78.4%-37.3pp | 82.2%-41.1pp | 70.6%-29.6pp |
| Annual return | 15.36% | 56.73%-41.4pp | 418.34%-403.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $924 | $4,063-77.2% | $4,933-81.3% | $2,726-66.1% |
| Participant deferral / active EE | $2,487 | $7,990-68.9% | $8,070-69.2% | $4,647-46.5% |
| Admin fee / account holder | $46 | $337-86.4% | $12,998-99.6% | $430-89.4% |