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 |
|---|---|---|
ARGENT TRUST COMPANY5+ years Filed as: ARGENT TRUST COMPANY, NA Service code 99 · EIN 72-1173060 333 TEXAS STREET, SUITE 699 · SHREVEPORT, LA 71101 | Other Fees | $21,908 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANGT., LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,485 |
Filed as: VOYA INSURANCE & ANNUITY CO. Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,532 | $46,423-1.9% | $75,886-40.0% | $67,579-32.6% |
| Participation rate | 99.2% | 63.1%+36.2pp | 69.3%+29.9pp | 71.3%+27.9pp |
| Annual return | 15.62% | 32.29%-16.7pp | 30.76%-15.1pp | 378.56%-362.9pp |
| Employer contribution / active EE | $4,629 | $1,406+229.1% | $2,500+85.1% | $2,148+115.5% |
| Participant deferral / active EE | $2,309 | $2,564-9.9% | $3,603-35.9% | $3,539-34.7% |
| Admin fee / account holder | $196 | $132+48.8% | $5,418-96.4% | $142+37.8% |