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 9-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 |
|---|---|---|
ARGENT TRUST COMPANY2+ years Filed as: ARGENT TRUST COMPANY, N.A. Service code 21 · EIN 72-1173060 6280 DELAWARE, SUITE B · BEAUMONT, TX 77706 | Bank Trustee | $76,793 |
Service code 29 · EIN 74-1541761 1200 SMITH STREET, SUITE 1400 · HOUSTON, TX 77002 | Legal | $43,198 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 15 · EIN 25-1759623 1001 S. DAIRY ASHFORD, SUITE 390 · HOUSTON, TX 77077 | Recordkeeping | $8,475 |
THEOBOLD, DEMAHY & CO., P.C.2+ years Service code 10 · EIN 74-1873382 3522 CALDER AVE. · BEAUMONT, TX 77702 | Accounting | $6,440 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $190,577 | $85,766+122.2% | $136,294+39.8% | $70,131+171.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.23% | 31.45%-21.2pp | 5155.94%-5145.7pp | 73.14%-62.9pp |
| Employer contribution / active EE | $2,778 | $2,966-6.3% | $4,695-40.8% | $2,342+18.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,063 | $5,420-80.4% | $9,243-88.5% | $4,645-77.1% |