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 10-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 |
|---|---|---|
EXTRACO BANKS1 year Service code 21 · EIN 74-0935612 18 SOUTH MAIN ST · TEMPLE, TX 76501 | Bank Trustee | $14,647 |
Service code 10 · EIN 74-2243906 1949 SCOTT BLVD · TEMPLE, TX 76504 | Accounting | $9,995 |
JULY BUSINESS SERVICES7+ years Service code 15 · EIN 74-2715820 PO BOX 2208 · WACO, TX 76703 | Recordkeeping | $5,651 |
LITTLER MENDELSON, P.C.5 years Service code 29 · EIN 94-2602731 2001 ROSS AVE SUITE1500 · DALLAS, TX 75201 | Legal | $520 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,019 | $77,145-49.4% | $108,410-64.0% | $85,850-54.5% |
| Participation rate | 98.1% | 74.7%+23.4pp | 80.1%+18.0pp | 69.3%+28.8pp |
| Annual return | 7.09% | 44.54%-37.5pp | 905.27%-898.2pp | 318.53%-311.4pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,052 | $5,566-81.1% | $6,563-84.0% | $3,952-73.4% |
| Admin fee / account holder | $407 | $5,172-92.1% | $7,295-94.4% | $6,260-93.5% |