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 COMPANY7+ years Filed as: ARGENT TRUST COMPANY, N.A. Service code 21 · EIN 72-1173060 6280 DELAWARE, SUITE B · BEAUMONT, TX 77706 | Bank Trustee | $106,157 |
THEOBOLD, DEMAHY & CO., P.C.7+ years Service code 10 · EIN 74-1873382 3522 CALDER AVE. · BEAUMONT, TX 77702 | Accounting | $13,850 |
EPIC RETIREMENT PLAN SERVICES7+ years Filed as: UNITED RETIREMENT PLAN CONSULTANTS Service code 15 · EIN 25-1759623 1001 S. DAIRY ASHFORD, SUITE 390 · HOUSTON, TX 77077 | Recordkeeping | $6,691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $239,258 | $82,664+189.4% | $125,339+90.9% | $68,494+249.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.88% | -5.97%-2.9pp | 572.05%-580.9pp | -7.84%-1.0pp |
| Employer contribution / active EE | $3,737 | $3,381+10.5% | $4,814-22.4% | $2,596+43.9% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,185 | $6,275-81.1% | $10,010-88.2% | $5,403-78.1% |