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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DARNALL SIKES & FREDERIC1 year Service code 10 · EIN 72-1331170 | Accounting | $17,500 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,175 |
GESSER, EDGAR A.4 years Service code 49 4101 PRATT DR · NEW IBERIA, LA 705633334 | Other Services | $2,666 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $110,127 | $176,056-37.4% | $159,436-30.9% | $167,490-34.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.62% | 331.75%-319.1pp | 263.57%-251.0pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,021 | $5,297-61.8% | $4,829-58.1% | $4,837-58.2% |
| Participant deferral / active EE | $5,937 | $7,750-23.4% | $7,352-19.2% | $6,341-6.4% |
| Admin fee / account holder | $374 | $12,554-97.0% | $10,799-96.5% | $12,309-97.0% |