See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
HANCOCK WHITNEY BANK1+ years Filed as: WHITNEY BANK Service code 25 · EIN 72-1171087 2600 CITIPLACE DR., STE. 200 · BATON ROUGE, LA 70808 | Directed Trustee | $224,592 |
TED SOILEAU, CPA, LLC1+ years Service code 10 · EIN 45-1621265 2133 SILVERSIDE DR., STE. C · BATON ROUGE, LA 70808 | Accounting | $30,291 |
Filed as: OSBORN, CARREIRO, AND ASSCOIATES Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVE., STE. 1690 · LITTLE ROCK, AR 72201 | Actuarial | $16,000 |
THOMAS LOCKWOOD1+ years Service code 29 · EIN 72-1260484 12345 PERKINS RD.,BLDG. 2, STE. 201 · BATON ROUGE, LA 70810 | Legal | $7,925 |
JEREMY PALMER1+ years Service code 10 · EIN 61-1465429 8201 VILLAGE PLAZA COURT, STE. 2C · BATON ROUGE, LA 70810 | Accounting | $6,815 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETHA LIFE INSURANCE COMPANY Service code 13 · EIN 06-6033492 151 FARMINGTON AVE., RTTA · HARTFORD, CT 06156 | Contract Administrator | $5,888 |
PERCY J. COMEAUX1+ years Service code 16 · EIN 72-1256163 140 W. MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $3,050 |
VINCE COMEAUX1+ years Service code 16 · EIN 72-0562245 2209 BELLE RUELLE STREET · NEW IBERIA, LA 70563 | Consulting | $3,013 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.81% | 0.06%-1.9pp | -0.81%-1.0pp | -0.60%-1.2pp |
| Employer contribution / active EE | $6,110 | $14,206-57.0% | $38,425-84.1% | $12,272-50.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |