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 |
|---|---|---|
MC BYRD WEALTH MANAGEMENT5+ years Service code 28 PO BOX 948 · BELLVILLE, TX 77418 | Investment Management | $18,040 |
ALLIANCE BENEFIT GROUP2 years Service code 15 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping | $7,812 |
Employer contribution per participant 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 | $21,783 | $51,620-57.8% | $90,281-75.9% | $65,185-66.6% |
| Participation rate | 89.0% | 68.6%+20.3pp | 73.3%+15.7pp | 70.2%+18.8pp |
| Annual return | 21.02% | 24.94%-3.9pp | 78.10%-57.1pp | 29.38%-8.4pp |
| Employer contribution / active EE | $197 | $2,235-91.2% | $2,854-93.1% | $2,177-91.0% |
| Participant deferral / active EE | $2,539 | $2,871-11.6% | $3,885-34.7% | $3,514-27.8% |
| Admin fee / account holder | $151 | $384-60.7% | $5,351-97.2% | $847-82.2% |