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 COMPANY4+ years Filed as: ARGENT TRUST COMPANY, N.A. Service code 21 · EIN 72-1173060 6280 DELAWARE, SUITE B · BEAUMONT, TX 77706 | Bank Trustee | $83,286 |
THEOBOLD, DEMAHY & CO., P.C.4+ years Service code 10 · EIN 74-1873382 3522 CALDER AVE. · BEAUMONT, TX 77702 | Accounting | $11,000 |
Service code 29 · EIN 74-1541761 1200 SMITH STREET, SUITE 1400 · HOUSTON, TX 77002 | Legal | $10,973 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 15 · EIN 25-1759623 1001 S. DAIRY ASHFORD, SUITE 390 · HOUSTON, TX 77077 | Recordkeeping | $5,810 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $225,969 | $89,355+152.9% | $141,162+60.1% | $72,985+209.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 5.35% | 111.85%-106.5pp | 71.39%-66.0pp | 81.00%-75.7pp |
| Employer contribution / active EE | $2,868 | $3,114-7.9% | $4,735-39.4% | $2,440+17.5% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,063 | $5,958-82.2% | $10,261-89.6% | $5,124-79.3% |