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, LLC4 years Filed as: WEINSTEIN SPIRA & COMPANY, P.C. Service code 10 · EIN 74-2181616 | Accounting | $17,000 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $8,313 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY ASSET MANAGEMENT INC Service code 27 3411 RICHMOND AVE STE 750 · HOUSTON, TX 77046 | Advisory (Plan) | $5,124 |
LOREN D. STARK COMPANY4 years Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $4,105 |
LOREN D. STARK COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 | Contract Administrator | $1,606 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,507 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $531 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,582 | $34,934-26.8% | $56,411-54.7% | $74,495-65.7% |
| Participation rate | 53.7% | 32.8%+20.9pp | 52.5%+1.3pp | 67.2%-13.5pp |
| Annual return | 14.33% | 25.94%-11.6pp | 1701.33%-1687.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,331 | $609+118.5% | $1,039+28.1% | $2,623-49.3% |
| Participant deferral / active EE | $1,916 | $1,170+63.7% | $1,952-1.9% | $4,346-55.9% |
| Admin fee / account holder | $319 | $2,364-86.5% | $2,829-88.7% | $1,942-83.6% |