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 |
|---|---|---|
Filed as: H D VEST Service code 27 6333 N. STATE HWY 161 · IRVING, TX 75038 | Advisory (Plan) | $62,463 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $38,004 |
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 | $55,573 | $53,925+3.1% | $75,670-26.6% | $69,631-20.2% |
| Participation rate | 91.8% | 71.2%+20.6pp | 72.3%+19.5pp | 70.7%+21.2pp |
| Annual return | 18.12% | 17.84%+0.3pp | 27.34%-9.2pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $2,041 | $1,802+13.2% | $2,352-13.2% | $2,032+0.4% |
| Participant deferral / active EE | $3,232 | $2,569+25.8% | $3,142+2.9% | $3,224+0.3% |
| Admin fee / account holder | $213 | $97+119.2% | $5,800-96.3% | $110+92.8% |