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 ADVISORS4 years Filed as: J BEAVER INVESTMENT ADVISORS, INC. Service code 27 200 BARTLETT DRIVE · EL PASO, TX 79912 | Advisory (Plan) | $32,635 |
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SVCS Service code 13 1601 ELM STREET · DALLAS, TX 75201 | Contract Administrator | $11,911 |
LT TRUST COMPANY4 years Filed as: MG TRUST COMPANY Service code 19 | Securities Custodian | $3,805 |
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 | $30,065 | $53,165-43.4% | $86,188-65.1% | $74,419-59.6% |
| Participation rate | 62.5% | 64.9%-2.4pp | 69.0%-6.5pp | 70.7%-8.3pp |
| Annual return | 15.11% | 22.64%-7.5pp | 1168.45%-1153.3pp | 34.38%-19.3pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,161 | $3,234-33.2% | $3,985-45.8% | $4,528-52.3% |
| Admin fee / account holder | $191 | $551-65.3% | $6,852-97.2% | $348-45.1% |