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 ADVISORS3 years Filed as: J BEAVER INVESTMENT ADVISORS, INC. Service code 27 200 BARTLETT DRIVE · EL PASO, TX 79912 | Advisory (Plan) | $31,608 |
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1601 ELM STREET · DALLAS, TX 75201 | Contract Administrator | $12,048 |
LT TRUST COMPANY3 years Filed as: MG TRUST COMPANY Service code 19 | Securities Custodian | $3,981 |
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SERV Service code 13 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,097 | $49,451-49.2% | $79,550-68.5% | $66,914-62.5% |
| Participation rate | 66.1% | 61.3%+4.8pp | 69.5%-3.4pp | 69.8%-3.7pp |
| Annual return | -15.73% | 84.25%-100.0pp | 0.16%-15.9pp | 1.58%-17.3pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,117 | $3,159-33.0% | $3,985-46.9% | $4,237-50.0% |
| Admin fee / account holder | $190 | $595-68.1% | $6,832-97.2% | $593-68.0% |