See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
HEARD MCELROY & VESTAL, LLC4 years Filed as: HEARD, MCELROY, & VESTAL Service code 13 333 TEXAS STREET · SHREVEPORT, LA 71105 | Contract Administrator | $12,500 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 27 1300 S. CLINTON ST · FORT WAYNE, IN 46802 | Advisory (Plan) | $9,638 |
AMERICAN FUNDS8+ years Filed as: CAPITAL RESEARCH & MANGT. COMPANY Service code 64 · EIN 95-1411037 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $6,518 |
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.)
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 | $153,519 | $64,119+139.4% | $112,228+36.8% | $66,914+129.4% |
| Participation rate | 35.1% | 68.5%-33.4pp | 75.1%-40.0pp | 69.8%-34.7pp |
| Annual return | -16.56% | -13.81%-2.8pp | 27.45%-44.0pp | 1.58%-18.1pp |
| Employer contribution / active EE | $838 | $3,005-72.1% | $3,635-76.9% | $2,544-67.1% |
| Participant deferral / active EE | $2,170 | $3,693-41.2% | $4,728-54.1% | $4,237-48.8% |
| Admin fee / account holder | $490 | $625-21.7% | $6,410-92.4% | $593-17.5% |