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 9-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.6+ years Filed as: BENEFIT RESOURCE, INC. Service code 14 · EIN 74-0560942 8411 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Plan Administrator | $209,655 |
HGK TRINITY6+ years Service code 28 · EIN 27-4114943 526 WASHINGTON BOULEVARD · JERSEY CITY, NJ 07310 | Investment Management | $140,394 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $78,166 |
Filed as: VOYA Service code 28 5780 POWERS FERRY ROAD NW · ATLANTA, GA 30327 | Investment Management | $72,192 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO. Service code 11 · EIN 94-1503999 2018 POWERS FERRY RD SUITE 850 · ATLANTA, GA 30339 | Actuarial | $49,089 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 28 135 SANTILLI HIGHWAY 026-0020 · EVERETT, MA 02149 | Investment Management | $34,681 |
NECA SE6+ years Service code 15 · EIN 74-1003971 2825 WILCREST · HOUSTON, TX 77042 | Recordkeeping | $25,683 |
PAT FLYNN5 years Service code 29 · EIN 76-0040934 1225 N LOOP · HOUSTON, TX 77008 | Legal | $21,563 |
Filed as: EDWARDS AND LEATHERS Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $17,500 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 28 1555 N. RIVERCENTER DR SUITE 300 · MILWAUKEE, WI 53212 | Investment Management | $8,257 |
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.
Employer contribution per participant 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 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 14.30% | 6.82%+7.5pp | 8.01%+6.3pp | 12.86%+1.4pp |
| Employer contribution / active EE | $1,575 | $12,695-87.6% | $29,475-94.7% | $13,687-88.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |