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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 | Advisory (Plan) | $111,760 |
DAVID ROMANO2 years Filed as: DAVID BOWMAN Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $97,121 |
DENA WALTERS3+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $72,616 |
IRIS FERGUSON3+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $70,914 |
ISSI3+ years Service code 15 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Recordkeeping | $70,099 |
DENICE MEIDINGER3+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $66,354 |
WENDY WEISS2 years Filed as: WENDY CLEMENTS Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $62,926 |
GREAT LAKES ADVISORS, LLC3+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 222 SOUTH RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $56,389 |
PATRICK FLYNN3+ years Service code 29 · EIN 76-0385614 1225 N LOOP WEST STE 1000 · HOUSTON, TX 77008 | Legal | $46,030 |
GREEN & MCELREATH3+ years Service code 10 · EIN 74-1500886 808 TRAVIS STE 2100 · HOUSTON, TX 77002 | Accounting | $42,742 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,546-100.0% | $140,016-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 88.4%-88.4pp | 87.5%-87.5pp | 72.4%-72.4pp |
| Annual return | 8.63% | -0.36%+9.0pp | 651.12%-642.5pp | -0.04%+8.7pp |
| Employer contribution / active EE | $1,252 | $3,856-67.5% | $5,606-77.7% | $2,405-47.9% |
| Participant deferral / active EE | $41 | $5,731-99.3% | $6,927-99.4% | $3,739-98.9% |
| Admin fee / account holder | $0 | $86-100.0% | $10,705-100.0% | $102-100.0% |