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 BANK9+ years Service code 21 · EIN 62-1194889 333 TEXAS · SHREVEPORT, LA 71101 | Bank Trustee | $267,928 |
Service code 64 · EIN 72-0684309 2020 E. 70TH ST. · SHREVEPORT, LA 71105 | Recordkeeping Fees | $20,605 |
HEARD MCELROY & VESTAL, LLC8 years Filed as: HEARD, MCELROY AND VESTAL Service code 10 333 TEXAS ST. · SHREVEORT, LA 71101 | Accounting | $11,850 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,249 | $61,272+287.2% | $149,673+58.5% | $71,457+232.0% |
| Participation rate | 99.4% | 62.5%+36.9pp | 78.8%+20.7pp | 67.9%+31.5pp |
| Annual return | 15.70% | 35.85%-20.1pp | 134.42%-118.7pp | 28.85%-13.1pp |
| Employer contribution / active EE | $8,637 | $2,378+263.2% | $4,818+79.3% | $2,588+233.8% |
| Participant deferral / active EE | $5,793 | $2,917+98.6% | $5,680+2.0% | $4,289+35.1% |
| Admin fee / account holder | $821 | $1,261-34.9% | $13,210-93.8% | $1,587-48.3% |