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 | $269,380 |
Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWY, STE 560 · ATLANTA, GA 30338 | Actuarial | $68,473 |
RYAN BORDELON2 years Service code 30 · EIN 72-0542804 2001 VETERANS BLVD, STE 201 · KENNER, LA 70062 | Employee (plan) | $47,040 |
Filed as: ROBIEN, URANN, SPENCER & CONGEMI Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70002 | Legal | $33,492 |
TED SOILEAU, CPA, LLC4 years Filed as: TED SOILEAU CPA LLC Service code 10 · EIN 45-1621265 2133 SILVERSIDE DRIVE, STE C · BATON ROUGE, LA 70808 | Accounting | $25,490 |
SEI INVESTMENTS6+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $9,661 |
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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 8.63% | 6.95%+1.7pp | 8.01%+0.6pp | 627.08%-618.5pp |
| Employer contribution / active EE | $11,043 | $11,635-5.1% | $29,475-62.5% | $18,824-41.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |