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 |
|---|---|---|
BENEFIT RESOURCES, INC.3+ years Filed as: BENEFIT RESOURCE Service code 13 · EIN 76-0223606 8441 GULF FREEWAY 304 · HOUSTON, TX 77017 | Contract Administrator | $66,000 |
HORIZONTAL ACTUARIAL SERVICE3+ years Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY 170 · ATLANTA, GA 30338 | Actuarial | $32,360 |
HARPER & PEARSON COMPANY, P.C.3+ years Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $22,500 |
CONNER & WINTERS3+ years Service code 29 · EIN 73-1388566 4000 ONE WILLIAMS CENTER · TULSA, OK 74172 | Legal | $5,895 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $267,312-100.0% | $245,396-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 51.5%-51.5pp | 43.0%-43.0pp | 46.4%-46.4pp |
| Annual return | 458.50% | -1035.07%+1493.6pp | -752.26%+1210.8pp | -82.66%+541.2pp |
| Employer contribution / active EE | $8,607 | $39,756-78.3% | $31,802-72.9% | $43,769-80.3% |
| Participant deferral / active EE | $0 | $35-100.0% | $47-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $1,364-100.0% | $1,223-100.0% | $11,204-100.0% |