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 |
|---|---|---|
AIC1 year Service code 99 610 BELLE TERRE BLVD · LAPLACE, LA 70068 | Other Fees | $22,500 |
BKD, LLP1 year Filed as: LAPORTE Service code 10 111 VETERANS MEMORIAL BLVD · METARIRIE, LA 700053053 | Accounting | $17,500 |
Filed as: AMERITAS INVESTMENT CORP. Service code 26 · EIN 47-0663374 | Advisory (Participants) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,989 |
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 | $174,390 | $80,753+116.0% | $136,294+28.0% | $62,292+180.0% |
| Participation rate | 97.8% | 73.5%+24.3pp | 81.9%+15.9pp | 69.5%+28.3pp |
| Annual return | 16.30% | 35.83%-19.5pp | 5155.94%-5139.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,019 | $2,884-64.7% | $4,695-78.3% | $2,042-50.1% |
| Participant deferral / active EE | $9,811 | $5,164+90.0% | $6,247+57.1% | $3,169+209.6% |
| Admin fee / account holder | $57 | $525-89.1% | $9,243-99.4% | $479-88.0% |