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 | $278,570 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 1040 CROWN POINT PKWY, STE 560 · ATLANTA, GA 30338 | Actuarial | $84,770 |
Filed as: ROBIEN, URRANN, SPENCER & CONGEMI Service code 29 · EIN 72-0999672 2540 SEVERN AVE, STE 400 · METAIRIE, LA 70002 | Legal | $71,866 |
RYAN BORDELON4 years Service code 30 · EIN 72-0542804 2001 VETERANS BLVD, STE 201 · KENNER, LA 70062 | Employee (plan) | $48,412 |
TED SOILEAU, CPA, LLC8+ years Service code 10 · EIN 45-1621265 429 GOVERNMENT ST · BATON ROUGE, LA 70802 | Accounting | $24,050 |
SEI INVESTMENTS8+ years Filed as: SEI PRIVATE TRUST COMPANY Service code 28 · EIN 23-3060382 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $14,038 |
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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -11.46% | -6.78%-4.7pp | -5.84%-5.6pp | 39.77%-51.2pp |
| Employer contribution / active EE | $19,063 | $13,335+43.0% | $31,839-40.1% | $19,959-4.5% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |