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 |
|---|---|---|
HANCOCK WHITNEY BANK5 years Service code 26 · EIN 64-0169065 701 POYDRAS STREET · NEW ORLEANS, LA 70139 | Advisory (Participants) | $31,788 |
Service code 15 · EIN 01-0233346 P. O. BOX 2495 · CAROL STREAM, IL 601322495 | Recordkeeping | $4,248 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,763 | $92,971-46.5% | $96,683-48.5% | $74,419-33.1% |
| Participation rate | 68.7% | 71.5%-2.9pp | 74.3%-5.7pp | 70.7%-2.1pp |
| Annual return | 16.87% | 37.49%-20.6pp | 35.69%-18.8pp | 34.38%-17.5pp |
| Employer contribution / active EE | $1,950 | $3,426-43.1% | $3,737-47.8% | $2,637-26.1% |
| Participant deferral / active EE | $3,379 | $3,970-14.9% | $4,878-30.7% | $4,528-25.4% |
| Admin fee / account holder | $29 | $633-95.5% | $6,730-99.6% | $348-91.8% |