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 STRICKLIN5+ years Service code 14 5432 BROAD STREET, STE B · LAKE CHARLES, LA 70615 | Plan Administrator | $56,166 |
NEEDLES & ASSOCIATES, LLC5+ years Service code 10 · EIN 51-0435869 | Accounting | $15,062 |
Filed as: OSBORN CARREIRO & ASSOCIATES INC Service code 11 · EIN 71-0631123 | Actuarial | $6,000 |
Filed as: ROBEIN URANN SPENCER ET AL Service code 29 · EIN 72-0999672 | Legal | $5,570 |
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 | $1,185,213-100.0% | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | - |
| Annual return | 247.30% | 42.38%+204.9pp | 8.01%+239.3pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $29,475-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $735-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $637-100.0% | - |