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 |
|---|---|---|
REGIONS BANK1+ years Service code 21 · EIN 62-1194889 333 TEXAS · SHREVEPORT, LA 71101 | Bank Trustee | $278,051 |
Service code 64 · EIN 72-0684309 2020 E. 70TH ST. · SHREVEPORT, LA 71105 | Recordkeeping Fees | $19,860 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $179,889 | $37,117+384.6% | $147,614+21.9% | $55,191+225.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 84.6%+15.4pp | 69.2%+30.8pp |
| Annual return | -0.94% | 3.44%-4.4pp | 61.98%-62.9pp | 10.78%-11.7pp |
| Employer contribution / active EE | $6,705 | $1,620+313.8% | $5,564+20.5% | $1,899+253.2% |
| Participant deferral / active EE | $4,584 | $1,985+130.9% | $4,895-6.4% | $3,046+50.5% |
| Admin fee / account holder | $898 | $86+949.5% | $11,611-92.3% | $91+889.3% |