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 |
|---|---|---|
DULANEY & COMPANY, INC.4+ years Service code 11 · EIN 11-3647718 10691 N. KENDALL DRIVE SUITE 310 · MIAMI, FL 33176 | Actuarial | $183,600 |
BENEFIT RESOURCES, INC.4+ years Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $83,920 |
ROBERT HARRELL INC.4+ years Service code 17 · EIN 75-2387209 9310 N. CAPITAL OF TEXAS HWY · AUSTIN, TX 78731 | Pension Consulting | $60,320 |
BAAB & DENISON, LLP4+ years Service code 26 · EIN 75-2617281 6301 GASTON AVE SUITE 550 · DALLAS, TX 75214 | Advisory (Participants) | $38,175 |
ALBERT LEVY, P.C.4+ years Service code 29 · EIN 75-2653991 2771 N. STEMMONS FREEWAY · DALLAS, TX 75207 | Legal | $37,823 |
MARKSTON INTERNATIONAL, LLC4+ years Service code 28 · EIN 13-4053806 50 MAIN STREET · WHITE PLAINS, NY 10606 | Investment Management | $34,878 |
EDWARDS AND LEATHERS, P.C.4+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $27,377 |
C.S. MCKEE, L.P.4+ years Service code 28 · EIN 25-1900068 ONE GATEWAY CENTER 8TH FLOOR · PITTSBURGH, PA 15222 | Investment Management | $17,576 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -6.52% | -1.53%-5.0pp | -2.18%-4.3pp | -0.69%-5.8pp |
| Employer contribution / active EE | $7,002 | $14,498-51.7% | $38,751-81.9% | $16,786-58.3% |
| Participant deferral / active EE | $2,997 | $305+881.8% | $151+1884.1% | $525+470.6% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |