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 |
|---|---|---|
JSA PENSION SERVICES, INC.5+ years Service code 13 · EIN 26-1626533 P O BOX 330 · MABANK, TX 75147 | Contract Administrator | $24,448 |
GRB FINANCIAL, LLC4 years Filed as: BAKER FINANCIAL SERVICES, LLC Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 76012 | Advisory (Plan) | $11,171 |
SUMMIT CPA GROUP2 years Filed as: SUMMIT CPA GROUP LLC Service code 10 · EIN 11-3730017 9815 DAWSON'S CREEK BLVD · FORT WAYNE, IN 46825 | Accounting | $7,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,358 | $62,928-88.3% | $172,739-95.7% | $67,579-89.1% |
| Participation rate | 54.3% | 64.5%-10.2pp | 82.6%-28.4pp | 71.3%-17.0pp |
| Annual return | 17.97% | 30.36%-12.4pp | 802.84%-784.9pp | 378.56%-360.6pp |
| Employer contribution / active EE | $275 | $1,636-83.2% | $5,143-94.7% | $2,148-87.2% |
| Participant deferral / active EE | $716 | $2,145-66.6% | $5,198-86.2% | $3,539-79.8% |
| Admin fee / account holder | $93 | $167-44.5% | $13,954-99.3% | $142-35.0% |