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 |
|---|---|---|
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 99 · EIN 61-1758632 | Other Fees | $101,615 |
ALLIANCE BENEFIT GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 | Other Services | $17,837 |
ALLIANCE BENEFIT GROUP4 years Service code 99 · EIN 74-2003995 | Other Fees | $10,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,875 |
ALLIANCE BENEFIT GROUP4 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON I Service code 49 STE 500 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,480 | $54,193-36.4% | $93,606-63.2% | $77,643-55.6% |
| Participation rate | 99.1% | 63.9%+35.1pp | 68.7%+30.4pp | 70.6%+28.5pp |
| Annual return | 12.53% | 30.54%-18.0pp | 133.20%-120.7pp | 31.24%-18.7pp |
| Employer contribution / active EE | $703 | $1,168-39.8% | $2,420-70.9% | $2,726-74.2% |
| Participant deferral / active EE | $5,273 | $3,144+67.7% | $4,411+19.5% | $4,647+13.5% |
| Admin fee / account holder | $99 | $576-82.7% | $8,285-98.8% | $430-76.9% |