Filed September 14, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
JONES WALKER LLP2 years Service code 29 201 ST CHARLES 50TH FL · NEW ORLEANS, LA 701705100 | Legal | $78,533 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $76,864 |
Service code 10 A PROFESSIONAL ACCOUNT · METAIRIE, LA 70001 | Accounting | $24,000 |
COWEN & COMPANY LLC1 year Service code 50 · EIN 84-1702964 | Direct Payment | $5,893 |
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 | $76,524 | $95,776-20.1% | $162,163-52.8% | $77,787-1.6% |
| Participation rate | 99.5% | 88.6%+10.8pp | 87.6%+11.9pp | 73.2%+26.2pp |
| Annual return | 22.36% | 37.03%-14.7pp | 115.59%-93.2pp | 32.57%-10.2pp |
| Employer contribution / active EE | $3,863 | $3,874-0.3% | $5,614-31.2% | $2,504+54.2% |
| Participant deferral / active EE | $5,565 | $6,125-9.1% | $7,298-23.7% | $3,967+40.3% |
| Admin fee / account holder | $33 | $88-62.5% | $10,843-99.7% | $100-67.1% |