See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,186 |
BXS INSURANCE INC2 years Filed as: BXS INSURANCE INC. Service code 49 | Other Services | $26,963 |
ALLIANCE BENEFIT GROUP3 years Service code 49 | Other Services | $8,987 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 · EIN 76-0500416 | Other Services | $0 |
BXS INSURANCE INC2 years Filed as: BXS INSURANCE Service code 49 · EIN 72-1381997 | Other Services | $0 |
Filed as: WISHIRE ASSOCITES INCORPORATED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,551 | $52,953+222.1% | $172,739-1.3% | $65,185+161.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 18.46% | 30.12%-11.7pp | 802.84%-784.4pp | 29.38%-10.9pp |
| Employer contribution / active EE | $7,714 | $2,190+252.3% | $5,143+50.0% | $2,177+254.4% |
| Participant deferral / active EE | $4,997 | $2,471+102.2% | $5,198-3.9% | $3,514+42.2% |
| Admin fee / account holder | $336 | $472-28.8% | $13,954-97.6% | $847-60.4% |