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 |
|---|---|---|
Filed as: J BEAVER INVESTMENT ADVISORS, INC. Service code 27 200 BARTLETT DRIVE · EL PASO, TX 79912 | Advisory (Plan) | $34,587 |
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1601 ELM STREET · DALLAS, TX 75201 | Contract Administrator | $14,209 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY Service code 19 | Securities Custodian | $5,383 |
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 | $25,731 | $54,573-52.8% | $90,951-71.7% | $73,488-65.0% |
| Participation rate | 73.1% | 61.2%+11.9pp | 69.0%+4.1pp | 70.7%+2.4pp |
| Annual return | 12.08% | 16.69%-4.6pp | 134.60%-122.5pp | 28.51%-16.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,818 | $2,517-27.8% | $3,373-46.1% | $3,740-51.4% |
| Admin fee / account holder | $209 | $521-60.0% | $5,959-96.5% | $513-59.3% |