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 | $260,098 |
Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWY, STE 560 · ATLANTA, GA 30338 | Actuarial | $79,999 |
JAMES A. REICHERT3 years Filed as: JAMES W. PRATT Service code 30 · EIN 72-0542804 2001 VETERANS BLVD., STE 201 · KENNER, LA 70062 | Employee (plan) | $70,100 |
TED SOILEAU, CPA, LLC1 year Filed as: TED SOILEAU CPA, LLC Service code 10 · EIN 45-1621265 2133 SILVERSIDE DRIVE, SUITE C · BATON ROUGE, LA 70808 | Accounting | $16,989 |
Filed as: ROBEIN, URANN, SPENCER & CONGEMI Service code 29 · EIN 72-0999672 2540 SEVERN AVE., STE. 400 · METAIRIE, LA 70009 | Legal | $14,076 |
SEI INVESTMENTS4+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $13,513 |
DIANE FITZBERGER4+ years Filed as: DIANE RODDY Service code 30 · EIN 72-0542804 2001 VETERANS BLVD., STE 201 · KENNER, LA 70062 | Employee (plan) | $6,638 |
CARL IVKA1 year Filed as: CARL WILSON Service code 20 · EIN 72-0542804 2001 VETERANS BLVD., STE 201 · KENNER, LA 70062 | Trustee (individual) | $434 |
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -0.79% | -1.53%+0.7pp | -2.18%+1.4pp | -0.69%-0.1pp |
| Employer contribution / active EE | $7,870 | $14,498-45.7% | $38,751-79.7% | $16,786-53.1% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |