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 5-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: CSENGE ADVISORY GROUP Service code 26 · EIN 59-3643590 | Advisory (Participants) | $82,997 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $43,868 |
Filed as: HUB INTERNATIONAL GULF SOUTH Service code 13 · EIN 35-0672425 | Contract Administrator | $36,604 |
Filed as: THE VARIABLE ANNUITY LIFE INS CO. Service code 15 · EIN 74-1625348 | Recordkeeping | $20,633 |
Annual investment return 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 | $90,202 | $63,745+41.5% | $98,442-8.4% | $79,386+13.6% |
| Participation rate | 94.9% | 69.9%+25.0pp | 73.3%+21.5pp | 70.7%+24.2pp |
| Annual return | 7.92% | 625.80%-617.9pp | 1492.73%-1484.8pp | 116.85%-108.9pp |
| Employer contribution / active EE | $2,217 | $2,557-13.3% | $2,960-25.1% | $2,427-8.7% |
| Participant deferral / active EE | $2,730 | $3,303-17.3% | $4,276-36.2% | $4,046-32.5% |
| Admin fee / account holder | $13 | $516-97.4% | $5,949-99.8% | $626-97.9% |