See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
ASCENDANT ADVISORS3+ years Service code 27 1330 POST OAK BLVD., 15TH FLOOR · HOUSTON, TX 77056 | Advisory (Plan) | $18,620 |
ALLIANCE BENEFIT GROUP3+ years Service code 15 · EIN 76-0500416 7425 HOLLISTER STREET · HOUSTON, TX 77040 | Recordkeeping | $10,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,494 | $64,909-23.7% | $82,313-39.9% | $62,292-20.5% |
| Participation rate | 29.5% | 74.9%-45.4pp | 76.9%-47.4pp | 69.5%-40.0pp |
| Annual return | 9.18% | 21.18%-12.0pp | 25.88%-16.7pp | 28.90%-19.7pp |
| Employer contribution / active EE | $738 | $1,676-56.0% | $2,428-69.6% | $2,042-63.9% |
| Participant deferral / active EE | $1,438 | $3,103-53.6% | $3,706-61.2% | $3,169-54.6% |
| Admin fee / account holder | $466 | $440+6.1% | $5,608-91.7% | $479-2.7% |