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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Service code 15 · EIN 76-0500416 7425 HOLLISTER STREET · HOUSTON, TX 77040 | Recordkeeping | $14,247 |
ASCENDANT ADVISORS1+ years Service code 27 1330 POST OAK BLVD., 15TH FLOOR · HOUSTON, TX 77056 | Advisory (Plan) | $13,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,026 | $54,320-50.2% | $67,652-60.1% | $52,331-48.4% |
| Participation rate | 48.1% | 73.6%-25.5pp | 75.7%-27.5pp | 68.1%-20.0pp |
| Annual return | -4.61% | 6.81%-11.4pp | 6625.04%-6629.7pp | 4.54%-9.2pp |
| Employer contribution / active EE | $1,179 | $1,544-23.6% | $2,266-48.0% | $1,882-37.4% |
| Participant deferral / active EE | $1,992 | $2,950-32.5% | $3,560-44.0% | $3,022-34.1% |
| Admin fee / account holder | $267 | $527-49.3% | $4,821-94.5% | $592-54.9% |