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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.
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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 |
|---|---|---|
FREEGULLIVER, LLC8 years Service code 22 · EIN 72-1498534 509 OCTAVIA ST · NEW ORLEANS, LA 70115 | Insurance Broker | $93,431 |
THE HASLAUER GROUP, INC.8 years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1396122 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $20,066 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $16,368 |
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,850 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 587025050 | Recordkeeping Fees | $1,425 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,168 | $91,762-83.5% | $67,502-77.5% | $77,643-80.5% |
| Participation rate | 81.3% | 75.9%+5.4pp | 72.9%+8.5pp | 70.6%+10.8pp |
| Annual return | 11.20% | 14.87%-3.7pp | 3512.12%-3500.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $1,523 | $3,181-52.1% | $2,731-44.2% | $2,726-44.1% |
| Participant deferral / active EE | $2,161 | $3,903-44.6% | $4,000-46.0% | $4,647-53.5% |
| Admin fee / account holder | $157 | $176-11.0% | $3,998-96.1% | $430-63.6% |