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.8+ years Service code 13 · EIN 26-1626533 155 COTTONWOOD TRL · GUN BARREL CITY, TX 75156 | Contract Administrator | $21,454 |
GRB FINANCIAL, LLC7 years Filed as: BAKER FINANCIAL SERVICES, LLC Service code 27 · EIN 75-2527967 1415 W. RANDOL MILL RD. · ARLINGTON, TX 76012 | Advisory (Plan) | $12,197 |
Service code 10 · EIN 43-0831507 800 MARKET ST SUITE 500 · ST LOUIS, MO 63101 | Accounting | $8,910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,537 | $46,292-77.2% | $143,757-92.7% | $64,808-83.7% |
| Participation rate | 51.7% | 64.2%-12.5pp | 80.3%-28.6pp | 71.5%-19.7pp |
| Annual return | -16.01% | -10.05%-6.0pp | -0.04%-16.0pp | 32.82%-48.8pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $779 | $2,646-70.6% | $5,637-86.2% | $4,310-81.9% |
| Admin fee / account holder | $154 | $154+0.3% | $14,673-98.9% | $188-17.9% |