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.7+ years Filed as: BENEFIT RESOURCE Service code 13 · EIN 76-0223606 8441 GULF FREEWAY 304 · HOUSTON, TX 77017 | Contract Administrator | $66,000 |
Filed as: HORIZON ACTUARIAL SERVICE Service code 11 · EIN 26-1370698 900 ASHWOOD PKWY 170 · ATLANTA, GA 30338 | Actuarial | $59,572 |
HARPER & PEARSON COMPANY, P.C.7+ years Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $30,900 |
CONNER & WINTERS1 year Filed as: CONNER & WINTERS LLP Service code 29 · EIN 73-1388566 808 TRAVIS STREET 23ED FLOOR · HOUSTON, TX 77002 | Legal | $8,471 |
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.
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 | $187,247-100.0% | $164,721-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.4%-44.4pp |
| Annual return | 7356.16% | -5.84%+7362.0pp | -5.84%+7362.0pp | -14.65%+7370.8pp |
| Employer contribution / active EE | $8,118 | $39,394-79.4% | $31,839-74.5% | $46,320-82.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,631-100.0% |