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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.
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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 |
|---|---|---|
Filed as: EAGLE CAPITAL MANAGEMENT Service code 27 · EIN 72-1467823 3850 NORTH CAUSEWAY BLVD. · METAIRIE, LA 70002 | Advisory (Plan) | $171,851 |
GULF COAST BANK & TRUST COMPANY10+ years Service code 15 · EIN 72-1167423 200 ST. CHARLES AVE. · NEW ORLEANS, LA 70130 | Recordkeeping | $25,834 |
KUSHNER LAGRAIZE, LLC10+ years Service code 10 · EIN 72-1042866 3330 W. ESPLANADE AVE. · METAIRIE, LA 70002 | Accounting | $14,225 |
THE HASLAUER GROUP, INC.10+ years Service code 15 · EIN 72-1487108 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $7,125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,249 | $59,097+57.8% | $82,389+13.2% | $74,304+25.5% |
| Participation rate | 100.0% | 52.8%+47.2pp | 69.5%+30.5pp | 60.3%+39.7pp |
| Annual return | 9.52% | 22.85%-13.3pp | 28.67%-19.1pp | 29.43%-19.9pp |
| Employer contribution / active EE | $9,387 | $1,601+486.4% | $2,517+272.9% | $2,241+318.8% |
| Participant deferral / active EE | $4,027 | $2,775+45.1% | $4,155-3.1% | $3,767+6.9% |
| Admin fee / account holder | $1,585 | $4,489-64.7% | $7,231-78.1% | $2,969-46.6% |