Filed March 19, 2019
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 |
|---|---|---|
Service code 15 · EIN 72-0684309 2020 E 70TH STREET · SHREVEPORT, LA 71105 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,457 | $61,156-11.0% | $185,823-70.7% | $79,386-31.4% |
| Participation rate | 47.7% | 66.6%-19.0pp | 81.7%-34.0pp | 70.7%-23.0pp |
| Annual return | 18.09% | 19.45%-1.4pp | 122.05%-104.0pp | 116.85%-98.8pp |
| Employer contribution / active EE | $431 | $2,321-81.4% | $5,167-91.7% | $2,427-82.3% |
| Participant deferral / active EE | $1,590 | $2,789-43.0% | $5,568-71.4% | $4,046-60.7% |
| Admin fee / account holder | $25 | $710-96.5% | $16,237-99.8% | $626-96.0% |