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 |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,219 |
ROZIER, HARRINGTON & MCKAY, CPA1+ years Service code 99 · EIN 72-0949765 | Other Fees | $1,044 |
HEARD MCELROY & VESTAL, LLC1+ years Filed as: HEARD, MCELROY & VESTAL, LLC Service code 99 · EIN 72-0398470 333 TEXAS STREET, 15TH FLOOR · SHREVEPORT, LA 71101 | Other Fees | $1,030 |
ARGENT TRUST COMPANY1+ years Filed as: ARGENT TRUST COMPANY, NA Service code 99 · EIN 72-1173060 333 TEXAS STREET, SUITE 699 · SHREVEPORT, LA 71101 | Other Fees | $0 |
Filed as: VOYA INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $116,736 | $46,745+149.7% | $60,547+92.8% | $52,331+123.1% |
| Participation rate | 56.4% | 58.6%-2.2pp | 68.0%-11.6pp | 68.1%-11.7pp |
| Annual return | -0.61% | 0.61%-1.2pp | 335.64%-336.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $3,248 | $1,259+158.0% | $2,419+34.3% | $1,882+72.6% |
| Participant deferral / active EE | $2,072 | $2,145-3.4% | $3,328-37.7% | $3,022-31.4% |
| Admin fee / account holder | $408 | $537-24.0% | $4,536-91.0% | $592-31.0% |