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 9-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 |
|---|---|---|
WEINSTEIN ZUGMAN, LLC3 years Filed as: WEINSTEIN SPIRA & COMPANY, P.C. Service code 10 · EIN 74-2181616 | Accounting | $16,500 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 3411 RICHMOND AVE STE 750 · HOUSTON, TX 77046 | Advisory (Plan) | $8,066 |
LOREN D. STARK COMPANY3 years Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $6,469 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 13 | Contract Administrator | $1,295 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,238 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,152 | $27,839-16.8% | $58,482-60.4% | $71,457-67.6% |
| Participation rate | 53.7% | 34.5%+19.1pp | 50.9%+2.8pp | 67.9%-14.2pp |
| Annual return | 18.08% | 26.81%-8.7pp | 4239.32%-4221.2pp | 28.85%-10.8pp |
| Employer contribution / active EE | $1,363 | $631+116.1% | $1,053+29.4% | $2,588-47.3% |
| Participant deferral / active EE | $2,045 | $1,206+69.5% | $1,924+6.3% | $4,289-52.3% |
| Admin fee / account holder | $335 | $1,641-79.6% | $2,516-86.7% | $1,587-78.9% |