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 5-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 |
|---|---|---|
ARGENT TRUST COMPANY2 years Service code 21 · EIN 62-1437218 500 EAST REYNOLDS DRIVE · RUSTON, LA 71270 | Bank Trustee | $30,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,347 | $100,923-20.4% | $150,045-46.5% | $74,304+8.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 42.08% | 51.77%-9.7pp | 62.55%-20.5pp | 29.43%+12.7pp |
| Employer contribution / active EE | $6,054 | $3,463+74.8% | $4,693+29.0% | $2,241+170.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $118 | $2,767-95.7% | $13,435-99.1% | $2,969-96.0% |