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 |
|---|---|---|
Service code 15 · EIN 01-0233346 P. O. BOX 2495 · CAROL STREAM, IL 601322495 | Recordkeeping | $4,192 |
HANCOCK WHITNEY BANK7 years Service code 26 · EIN 64-0169065 701 POYDRAS STREET · NEW ORLEANS, LA 70139 | Advisory (Participants) | $0 |
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 | $68,051 | $95,880-29.0% | $107,525-36.7% | $85,563-20.5% |
| Participation rate | 59.7% | 70.1%-10.5pp | 75.1%-15.4pp | 66.0%-6.3pp |
| Annual return | 16.84% | 68.06%-51.2pp | 181.32%-164.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $2,106 | $3,812-44.8% | $3,754-43.9% | $2,654-20.6% |
| Participant deferral / active EE | $3,517 | $4,201-16.3% | $5,116-31.2% | $4,375-19.6% |
| Admin fee / account holder | $32 | $1,025-96.9% | $8,919-99.6% | $834-96.2% |