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 | $253,307 |
Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWY, STE 560 · ATLANTA, GA 30338 | Actuarial | $77,394 |
JAMES A. REICHERT4 years Filed as: JAMES W. PRATT Service code 30 · EIN 72-0542804 2001 VETERANS BLVD, STE. 201 · KENNER, LA 70062 | Employee (plan) | $70,133 |
TED SOILEAU, CPA, LLC3 years Filed as: TED SOILEAU CPA LLC Service code 10 · EIN 45-1621265 2133 SILVERSIDE DR, STE. C · BATON ROUGE, LA 70808 | Accounting | $34,936 |
Filed as: ROBEIN, URANN, SPENCER & CONGEMI Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70002 | Legal | $23,129 |
SEI INVESTMENTS5+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-3060382 1 FREEDOM VALLEY DR. · OAKS, PA 19456 | Investment Management | $12,926 |
RYAN BORDELON1 year Service code 30 · EIN 72-0542804 2001 VETERANS BLVD, STE. 201 · KENNER, LA 70062 | Employee (plan) | $3,282 |
DIANE FITZBERGER5+ years Filed as: DIANE RODDY Service code 30 · EIN 72-0542804 2001 VETERANS BLVD, STE 201 · KENNER, LA 70062 | Employee (plan) | $3,281 |
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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 12.64% | 11.52%+1.1pp | 10.56%+2.1pp | 16.32%-3.7pp |
| Employer contribution / active EE | $10,437 | $11,821-11.7% | $30,197-65.4% | $17,007-38.6% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |