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 |
|---|---|---|
Service code 27 201 E. MAIN STREET · EL PASO, TX 79901 | Advisory (Plan) | $31,505 |
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1700 PACIFIC AVENUE · DALLAS, TX 75201 | Contract Administrator | $21,700 |
TD AMERITRADE, INC.1 year Filed as: TD AMERITRADE COMPANY Service code 19 · EIN 20-0937408 | Securities Custodian | $4,855 |
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 | $22,189 | $42,548-47.8% | $74,550-70.2% | $56,287-60.6% |
| Participation rate | 81.5% | 60.5%+21.0pp | 69.1%+12.3pp | 69.9%+11.6pp |
| Annual return | -5.74% | 12.40%-18.1pp | 32.53%-38.3pp | -9.96%+4.2pp |
| Employer contribution / active EE | $93 | $855-89.1% | $1,961-95.3% | $2,111-95.6% |
| Participant deferral / active EE | $1,964 | $2,277-13.8% | $3,108-36.8% | $3,350-41.4% |
| Admin fee / account holder | $207 | $467-55.6% | $5,060-95.9% | $521-60.2% |