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 |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: THE SEGAL CO Service code 11 · EIN 94-1503999 2727 PACES FERRY RX BLDG 1 STE 1400 · ATLANTA, GA 303397200 | Actuarial | $55,362 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCES, INC Service code 13 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $31,400 |
RTW FINANCIAL ADVISORS10+ years Service code 27 · EIN 75-2564224 14114 DALLAS PARKWAY SUITE 530 · DALLAS, TX 75254 | Advisory (Plan) | $18,000 |
EDWARDS AND LEATHERS, P.C.9 years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77521 | Accounting | $11,500 |
Service code 29 · EIN 72-0999672 2540 SEVERN AVE SUITE 400 · METAIRIE, LA 70002 | Legal | $11,211 |
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.
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 | $419,767-100.0% | - | $419,767-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | - | 79.5%-79.5pp |
| Annual return | 13.56% | 13.10%+0.5pp | 73.56%-60.0pp | 13.10%+0.5pp |
| Employer contribution / active EE | $8,692 | $15,831-45.1% | $5,070+71.4% | $15,831-45.1% |
| Participant deferral / active EE | $0 | $1,353-100.0% | - | $1,353-100.0% |
| Admin fee / account holder | $0 | $3,971-100.0% | - | $3,971-100.0% |