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 |
|---|---|---|
Filed as: CAMBRIDGE INVESTMENTS Service code 27 10375 RICHMOND AVE. · HOUSTON, TX 77042 | Advisory (Plan) | $17,560 |
MCCREADY & KEENE INC.2 years Service code 15 · EIN 35-0500670 | Recordkeeping | $16,287 |
MATRIX TRUST COMPANY2 years Filed as: MG TRUST CO. DBA MATRIX TRUT CO. Service code 18 · EIN 75-3182674 | Direct payment from the plan; Finders... | $5,606 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,292 | $85,766+4.1% | $136,294-34.5% | $70,131+27.3% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 26.54% | 31.45%-4.9pp | 5155.94%-5129.4pp | 73.14%-46.6pp |
| Employer contribution / active EE | $3,280 | $2,966+10.6% | $4,695-30.2% | $2,342+40.0% |
| Participant deferral / active EE | $7,275 | $5,051+44.0% | $6,247+16.5% | $3,332+118.4% |
| Admin fee / account holder | $360 | $5,420-93.4% | $9,243-96.1% | $4,645-92.3% |