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 |
|---|---|---|
TRANSPORT WORKERS UNION1 year Filed as: TRANSPORT WORKERS UNION 513 RET PLN Service code 14 1169 NORTH BURLESON BLVD · BURLESON, TX 76028 | Plan Administrator | $53,022 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,799 | $51,045+1.5% | $70,515-26.5% | $71,457-27.5% |
| Participation rate | 92.0% | 59.4%+32.6pp | 68.3%+23.6pp | 67.9%+24.1pp |
| Annual return | 9.42% | 42.63%-33.2pp | 32.77%-23.4pp | 28.85%-19.4pp |
| Employer contribution / active EE | $2,401 | $1,790+34.1% | $2,973-19.3% | $2,588-7.2% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,567-100.0% | $4,289-100.0% |
| Admin fee / account holder | $345 | $1,994-82.7% | $6,412-94.6% | $1,587-78.2% |