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 BANK6 years Service code 26 · EIN 64-0169065 701 POYDRAS STREET · NEW ORLEANS, LA 70139 | Advisory (Participants) | $40,585 |
Service code 15 · EIN 01-0233346 P. O. BOX 2495 · CAROL STREAM, IL 601322495 | Recordkeeping | $4,406 |
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 | $61,312 | $82,917-26.1% | $103,333-40.7% | $77,643-21.0% |
| Participation rate | 63.3% | 71.6%-8.2pp | 74.5%-11.2pp | 70.6%-7.2pp |
| Annual return | 14.44% | 19.13%-4.7pp | 24.88%-10.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $1,982 | $3,552-44.2% | $3,868-48.8% | $2,726-27.3% |
| Participant deferral / active EE | $3,264 | $4,108-20.5% | $5,057-35.5% | $4,647-29.8% |
| Admin fee / account holder | $31 | $638-95.2% | $8,355-99.6% | $430-92.8% |