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 MANAGEMENT6+ years Service code 28 PO BOX 948 · BELLVILLE, TX 77418 | Investment Management | $21,372 |
ALLIANCE BENEFIT GROUP3 years Service code 15 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping | $14,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,683 | $66,124-56.6% | $90,404-68.3% | $73,488-61.0% |
| Participation rate | 84.8% | 69.7%+15.2pp | 72.7%+12.2pp | 70.7%+14.2pp |
| Annual return | 11.65% | 17.65%-6.0pp | 1293.02%-1281.4pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,087 | $2,346-11.1% | $3,262-36.0% | $2,270-8.1% |
| Participant deferral / active EE | $3,354 | $3,039+10.4% | $3,963-15.4% | $3,740-10.3% |
| Admin fee / account holder | $209 | $396-47.1% | $5,611-96.3% | $513-59.2% |