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 |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 100 CRESCENT COURT STE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $77,057 |
TERRI GILLMAN5 years Filed as: TERRI NEFF Service code 30 · EIN 72-0562245 2061 BEAUMONT DRIVE · BATON ROUGE, LA 70806 | Employee (plan) | $69,438 |
REBECCA HALEY1 year Filed as: REBECCA L BARKER Service code 30 · EIN 72-0562245 2061 BEAUMONT DR · BATON ROUGE, LA 70806 | Employee (plan) | $50,160 |
TED SOILEAU, CPA, LLC10+ years Service code 10 · EIN 45-1621265 429 GOVERNMENT STREET · BATON ROUGE, LA 70802 | Accounting | $17,843 |
Filed as: OSBORN, CARREIRO AND ASSOCIATES Service code 11 · EIN 71-0631123 124 WEST CAPITAL AVENUE, STE 1690 · LITTLE ROCK, AR 72201 | Actuarial | $16,000 |
JEREMY PALMER10+ years Service code 10 · EIN 61-1465429 8201 VILLAGE PLAZA COURT, STE C · BATON ROUGE, LA 70810 | Accounting | $8,915 |
PERCY J. COMEAUX3 years Filed as: PERCY J COMEAUX Service code 16 · EIN 72-1256163 140 W MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $6,800 |
THOMAS LOCKWOOD10+ years Service code 29 · EIN 72-1260484 7901 WRENWOOD BLVD, STE A · BATON ROUGE, LA 70809 | Legal | $6,482 |
VINCE COMEAUX10+ years Service code 16 · EIN 72-1256163 140 W MAIN STREET · NEW IBERIA, LA 70560 | Consulting | $3,710 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 12.19% | 11.01%+1.2pp | 8.09%+4.1pp | 7.65%+4.5pp |
| Employer contribution / active EE | $11,399 | $13,413-15.0% | $28,732-60.3% | $20,599-44.7% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |