Filed April 12, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
ROGERS WEALTH GROUP, INC.6+ years Filed as: ROGERS WEALTH GROUP Service code 15 1330 SUMMIT AVENUE · FORT WORTH, TX 76102 | Recordkeeping | $59,333 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,124 | $136,307+13.8% | $177,821-12.8% | $73,488+111.1% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.7%+7.5pp | 70.7%+24.5pp |
| Annual return | -2.55% | 18.68%-21.2pp | 48.32%-50.9pp | 28.51%-31.1pp |
| Employer contribution / active EE | $8,602 | $3,712+131.7% | $5,918+45.3% | $2,270+278.9% |
| Participant deferral / active EE | $3,464 | $5,829-40.6% | $7,714-55.1% | $3,740-7.4% |
| Admin fee / account holder | $333 | $596-44.1% | $12,427-97.3% | $513-35.1% |