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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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,958 |
BXS INSURANCE INC4 years Filed as: BXS INSURANCE INC. Service code 49 | Other Services | $39,892 |
ALLIANCE BENEFIT GROUP5 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 · EIN 76-0500416 | Other Services | $13,297 |
BXS INSURANCE INC2 years Service code 49 · EIN 72-1381997 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,042 | $61,156+281.1% | $185,823+25.4% | $79,386+193.6% |
| Participation rate | 97.6% | 66.6%+30.9pp | 81.7%+15.9pp | 70.7%+26.9pp |
| Annual return | 13.96% | 19.45%-5.5pp | 122.05%-108.1pp | 116.85%-102.9pp |
| Employer contribution / active EE | $8,242 | $2,321+255.2% | $5,167+59.5% | $2,427+239.5% |
| Participant deferral / active EE | $6,110 | $2,789+119.1% | $5,568+9.7% | $4,046+51.0% |
| Admin fee / account holder | $456 | $710-35.8% | $16,237-97.2% | $626-27.3% |