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 3-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 |
|---|---|---|
DENA WALTERS2+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $74,067 |
DAVID ROMANO1 year Filed as: DAVID BOWMAN Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $70,027 |
IRIS FERGUSON2+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $69,864 |
RED BANK PENSION SERVICES, INC.2+ years Filed as: RED ROCK SERVICE LLC Service code 16 1585 W SAM HOUSTON PARKWAY · HOUSTON, TX 77043 | Consulting | $68,670 |
DENICE MEIDINGER2+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $64,349 |
WENDY WEISS1 year Filed as: WENDY CLEMENTS Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $62,031 |
PATRICK FLYNN2+ years Service code 29 · EIN 76-0385614 1225 N LOOP WEST STE 1000 · HOUSTON, TX 77008 | Legal | $56,890 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS Service code 27 · EIN 80-0292839 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Advisory (Plan) | $49,718 |
SMITH & HOWARD, PC2+ years Filed as: SMITH GROUP ASSET MANAGEMENT Service code 27 · EIN 75-2620252 100 CRESANT COURT SUITE 1150 · DALLAS, TX 75201 | Advisory (Plan) | $46,383 |
GREEN & MCELREATH2+ years Service code 10 · EIN 74-1500886 808 TRAVIS STE 2100 · HOUSTON, TX 77002 | Accounting | $43,495 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,638 | $89,274-84.7% | $149,718-90.9% | $77,958-82.5% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 9.75% | 20.36%-10.6pp | 1501.63%-1491.9pp | 20.87%-11.1pp |
| Employer contribution / active EE | $1,276 | $3,727-65.7% | $5,445-76.6% | $2,310-44.8% |
| Participant deferral / active EE | $31 | $5,382-99.4% | $6,569-99.5% | $3,537-99.1% |
| Admin fee / account holder | $229 | $240-4.4% | $11,283-98.0% | $97+135.4% |