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 |
|---|---|---|
BENEFIT GROUP OF HOUSTON1 year Service code 13 · EIN 76-0500416 7425 HOLLISTER ST · HOUSTON, TX 77040 | Contract Administrator | $12,348 |
LINCOLN NATIONAL CORPORATION4 years Service code 19 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Securities Custodian | $2,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,791 | $65,376-30.0% | $87,100-47.4% | $65,185-29.8% |
| Participation rate | 82.2% | 75.3%+6.9pp | 76.9%+5.4pp | 70.2%+12.0pp |
| Annual return | 20.22% | 31.27%-11.1pp | 28.19%-8.0pp | 29.38%-9.2pp |
| Employer contribution / active EE | $2,888 | $1,822+58.4% | $2,521+14.5% | $2,177+32.7% |
| Participant deferral / active EE | $3,914 | $3,388+15.5% | $4,049-3.3% | $3,514+11.4% |
| Admin fee / account holder | $40 | $520-92.3% | $7,497-99.5% | $847-95.3% |