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: ADVISORY SERVICES NETWORK, LLC Service code 27 1040 CROWN POINTE PKWY · ATLANTA, GA 30338 | Advisory (Plan) | $32,696 |
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1601 ELM STREET · DALLAS, TX 75201 | Contract Administrator | $3,953 |
AUSTIN CAPITAL TRUST COMPANY, LLC1 year Filed as: AUSTIN CAPITAL TRUST COMPANY Service code 59 200 S. VIRGINIA STREET · RENO, NV 89501 | Shareholder Servicing | $2,846 |
AUSTIN CAPITAL TRUST COMPANY, LLC1 year Service code 17 | Pension Consulting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,427 | $58,879-27.9% | $178,490-76.2% | $73,488-42.3% |
| Participation rate | 76.7% | 66.2%+10.5pp | 81.9%-5.2pp | 70.7%+6.0pp |
| Annual return | 21.69% | 24.86%-3.2pp | 151.07%-129.4pp | 28.51%-6.8pp |
| Employer contribution / active EE | $846 | $2,236-62.2% | $5,011-83.1% | $2,270-62.7% |
| Participant deferral / active EE | $2,799 | $2,567+9.0% | $5,202-46.2% | $3,740-25.1% |
| Admin fee / account holder | $338 | $400-15.7% | $13,984-97.6% | $513-34.2% |