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 |
|---|---|---|
J BEAVER INVESTMENT ADVISORS2 years Filed as: J BEAVER INVESTMENT ADVISORS, INC. Service code 27 200 BARTLETT DRIVE · EL PASO, TX 79912 | Advisory (Plan) | $33,060 |
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1601 ELM STREET · DALLAS, TX 75201 | Contract Administrator | $11,924 |
LT TRUST COMPANY2 years Filed as: MG TRUST COMPANY Service code 19 | Securities Custodian | $4,558 |
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SERV Service code 13 | Contract Administrator | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,920 | $59,263-51.2% | $96,562-70.1% | $79,386-63.6% |
| Participation rate | 70.1% | 61.9%+8.2pp | 69.8%+0.3pp | 70.7%-0.6pp |
| Annual return | 11.74% | 27.07%-15.3pp | 37.78%-26.0pp | 116.85%-105.1pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,190 | $2,948-25.7% | $3,849-43.1% | $4,046-45.9% |
| Admin fee / account holder | $206 | $658-68.7% | $6,181-96.7% | $626-67.1% |