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 |
|---|---|---|
BENEFIT RESOURCES, INC.3 years Filed as: BENEFIT RESOURCES Service code 13 · EIN 76-0223606 8441 GULF FREEWAY SUITE 304 · HOUSOTN, TX 77017 | Contract Administrator | $66,000 |
HARIZON ACTUARIAL SERVCIES3 years Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY 170 · ATLANTA, GA 30338 | Actuarial | $44,116 |
RBC WEALTH MANAGEMENT3 years Filed as: RBC CAPITAL MARKETS Service code 27 · EIN 41-1416330 100 CRESCENT COURT SUITE 1500 · DALLAS, TX 75201 | Advisory (Plan) | $30,304 |
Filed as: HARPER & PEARSON COMPANY PC Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $30,000 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $201,159-100.0% | $181,048-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 36.5%-36.5pp | 22.4%-22.4pp | 39.2%-39.2pp |
| Annual return | 2.67% | 9.29%-6.6pp | 9.65%-7.0pp | 13.91%-11.2pp |
| Employer contribution / active EE | $4,709 | $32,463-85.5% | $26,259-82.1% | $35,282-86.7% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $856-100.0% | $749-100.0% | $41,846-100.0% |