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 |
|---|---|---|
AVALON ADVISORS, LLC9 years Service code 27 755 E. MULBERRY, SUITE 105 · SAN ANTONIO, TX 78212 | Advisory (Plan) | $65,718 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,277 | $102,317-30.3% | $146,958-51.5% | $80,856-11.8% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 16.75% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,258 | $3,713-66.1% | $4,933-74.5% | $2,755-54.3% |
| Participant deferral / active EE | $4,502 | $6,644-32.2% | $8,070-44.2% | $4,296+4.8% |
| Admin fee / account holder | $506 | $7,941-93.6% | $12,998-96.1% | $6,918-92.7% |