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 |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORP Service code 19 · EIN 04-2452803 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Securities Custodian | $269,835 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWY · ATLANTA, GA 30338 | Actuarial | $59,413 |
RYAN BORDELON6 years Service code 30 · EIN 72-0542804 2001 VETERANS BLVD, STE 201 · KENNER, LA 70062 | Employee (plan) | $51,409 |
TED SOILEAU, CPA, LLC8 years Filed as: TED SOILEAU CPA LLC Service code 10 · EIN 45-1621265 429 GOVERNMENT ST · BATON ROUGE, LA 70802 | Accounting | $27,127 |
Filed as: ROBEIN, URANN, SPENCER & GONGEMI Service code 29 · EIN 72-0999672 2540 SEVERN AVE STE 400 · METAIRIE, LA 70002 | Legal | $17,833 |
SEI INVESTMENTS10+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $12,882 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 7.70% | 11.01%-3.3pp | 8.09%-0.4pp | 7.65%0pp |
| Employer contribution / active EE | $9,811 | $13,413-26.9% | $28,732-65.9% | $20,599-52.4% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |