See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
COMSAL INC4+ years Service code 15 · EIN 75-1761182 4131 N CENTRAL EXPWY SUITE 250 · DALLAS, TX 75204 | Recordkeeping | $110,026 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY HOLDING Service code 26 · EIN 26-4310632 200 CRESCENT COURT, SUITE 900 · DALLAS, TX 75201 | Advisory (Participants) | $64,635 |
CONNER & WINTERS2 years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 808 TRAVIS STREET, 23RD FLOOR · HOUSTON, TX 77002 | Legal | $19,480 |
IEC GROUP, INC. DBA AMERIBEN4+ years Filed as: IEC GROUP INC (AMERIBEN) Service code 13 · EIN 82-0497661 PO BOX 860007 · PLANO, TX 75086 | Contract Administrator | $18,162 |
Service code 10 · EIN 74-1695589 ONE RIVERWAY, SUITE 1900 · HOUSTON, TX 77056 | Accounting | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $60,396-100.0% | $83,848-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | -5.59% | 3.84%-9.4pp | 850.88%-856.5pp | -0.04%-5.6pp |
| Employer contribution / active EE | $442 | $3,343-86.8% | $3,631-87.8% | $2,405-81.6% |
| Participant deferral / active EE | $207 | $2,922-92.9% | $4,082-94.9% | $3,739-94.5% |
| Admin fee / account holder | $0 | $141-100.0% | $5,478-100.0% | $102-100.0% |