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 |
|---|---|---|
ST. DENIS J. VILLERE & COMPANY, LLC6+ years Service code 27 · EIN 72-0343760 | Advisory (Plan) | $87,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,550 | $105,181+178.1% | $159,436+83.5% | $85,850+240.8% |
| Participation rate | 94.8% | 75.8%+19.1pp | 82.8%+12.0pp | 69.3%+25.5pp |
| Annual return | 34.42% | 45.07%-10.7pp | 263.57%-229.2pp | 318.53%-284.1pp |
| Employer contribution / active EE | $2,773 | $3,318-16.4% | $4,829-42.6% | $2,565+8.1% |
| Participant deferral / active EE | $8,637 | $5,945+45.3% | $7,352+17.5% | $3,952+118.6% |
| Admin fee / account holder | $951 | $6,933-86.3% | $10,799-91.2% | $6,260-84.8% |