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 COMPANY6+ years Filed as: ARGENT TRUST COMPANY, NA Service code 99 · EIN 72-1173060 333 TEXAS STREET, SUITE 699 · SHREVEPORT, LA 71101 | Other Fees | $56,531 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANGT., LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,169 |
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 | $44,429 | $51,288-13.4% | $81,983-45.8% | $73,409-39.5% |
| Participation rate | 74.9% | 64.0%+11.0pp | 69.2%+5.7pp | 72.2%+2.8pp |
| Annual return | 11.06% | 29.48%-18.4pp | 41.31%-30.3pp | 59.29%-48.2pp |
| Employer contribution / active EE | $3,467 | $1,487+133.2% | $2,498+38.8% | $2,234+55.2% |
| Participant deferral / active EE | $1,583 | $2,715-41.7% | $3,722-57.5% | $3,805-58.4% |
| Admin fee / account holder | $67 | $125-46.2% | $5,664-98.8% | $158-57.3% |