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 |
|---|---|---|
ICOM ADVISORS LLC1 year Service code 27 506 WATER STREET · MADISONVILLE, LA 70447 | Advisory (Plan) | $4,903 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,161 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,775 | $70,908-76.3% | $98,907-83.0% | $73,488-77.2% |
| Participation rate | 72.7% | 73.8%-1.0pp | 76.0%-3.3pp | 70.7%+2.0pp |
| Annual return | 35.30% | 34.17%+1.1pp | 196.43%-161.1pp | 28.51%+6.8pp |
| Employer contribution / active EE | $2,115 | $2,036+3.9% | $2,689-21.3% | $2,270-6.8% |
| Participant deferral / active EE | $3,254 | $3,500-7.0% | $4,244-23.3% | $3,740-13.0% |
| Admin fee / account holder | $64 | $535-88.0% | $6,642-99.0% | $513-87.5% |