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 10-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 |
|---|---|---|
BENEFIT RESOURCES, INC.1+ years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0560949 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $70,096 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA, INC. Service code 11 · EIN 91-0675641 333 CLAY STREET · HOUSTON, TX 77002 | Actuarial | $59,868 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERS CASEY Service code 28 · EIN 13-2646110 10740 NORTH GESSNER · HOUSTON, TX 77064 | Investment Management | $54,167 |
Filed as: ROBEIN URANN ETAL Service code 29 · EIN 72-0999672 2540 SEVERN AVENUE · METAIRIE, LA 70009 | Legal | $24,252 |
LANGLEY WILLIAMS AND COMPANY LLC1+ years Filed as: LANGELY WILLIAMS AND COMPANY LLC Service code 10 · EIN 72-0847443 205 WEST COLLEGE ST · LAKE CHARLES, LA 70605 | Accounting | $19,450 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 0.88% | 0.06%+0.8pp | -0.81%+1.7pp | -0.60%+1.5pp |
| Employer contribution / active EE | $6,942 | $14,206-51.1% | $38,425-81.9% | $12,272-43.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |