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 BANK8+ years Service code 21 · EIN 62-1194889 333 TEXAS · SHREVEPORT, LA 71101 | Bank Trustee | $308,456 |
Service code 64 · EIN 72-0684309 2020 E. 70TH ST. · SHREVEPORT, LA 71105 | Recordkeeping Fees | $20,420 |
HEARD MCELROY & VESTAL, LLC7 years Filed as: HEARD, MCELROY AND VESTAL Service code 10 333 TEXAS ST. · SHREVEORT, LA 71101 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,603 | $65,061+246.8% | $143,757+56.9% | $66,914+237.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -15.20% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.8pp |
| Employer contribution / active EE | $8,553 | $2,361+262.3% | $4,951+72.8% | $2,544+236.2% |
| Participant deferral / active EE | $5,203 | $2,919+78.3% | $5,637-7.7% | $4,237+22.8% |
| Admin fee / account holder | $952 | $502+89.7% | $14,673-93.5% | $593+60.5% |