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 |
|---|---|---|
STEFANIE STRICKLIN4+ years Service code 14 3000 HWY 90 EAST, SUITE A · LAKE CHARLES, LA 70615 | Plan Administrator | $46,627 |
NEEDLES & ASSOCIATES, LLC4+ years Service code 10 · EIN 51-0435869 | Accounting | $16,089 |
Filed as: ROBEIN URANN SPENCER ET AL Service code 29 · EIN 72-0999672 | Legal | $12,576 |
Filed as: OSBORN CARREIRO & ASSOCIATES INC Service code 11 · EIN 71-0631123 | Actuarial | $7,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $354,213-100.0% | $568,132-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 47.4%-47.4pp |
| Annual return | 259.71% | 12.49%+247.2pp | 14.64%+245.1pp | 12.16%+247.5pp |
| Employer contribution / active EE | $0 | $52,238-100.0% | $41,831-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |