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 COMPANY5+ years Filed as: ARGENT TRUST COMPANY, N.A. Service code 21 · EIN 72-1173060 6280 DELAWARE, SUITE B · BEAUMONT, TX 77706 | Bank Trustee | $87,054 |
THEOBOLD, DEMAHY & CO., P.C.5+ years Service code 10 · EIN 74-1873382 3522 CALDER AVE. · BEAUMONT, TX 77702 | Accounting | $13,950 |
Service code 29 · EIN 74-1541761 1200 SMITH STREET, SUITE 1400 · HOUSTON, TX 77002 | Legal | $8,805 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 15 · EIN 25-1759623 1001 S. DAIRY ASHFORD, SUITE 390 · HOUSTON, TX 77077 | Recordkeeping | $8,295 |
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 | $226,871 | $98,750+129.7% | $149,696+51.6% | $79,858+184.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 3.60% | 27.43%-23.8pp | 276.60%-273.0pp | 31.71%-28.1pp |
| Employer contribution / active EE | $3,115 | $3,216-3.1% | $4,644-32.9% | $2,471+26.1% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,171 | $6,053-80.7% | $9,309-87.4% | $5,306-77.9% |