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 UNION2 years Filed as: TRANSPORT WORKERS UNION 513 RET PLN Service code 14 1169 NORTH BURLESON BLVD · BURLESON, TX 76028 | Plan Administrator | $89,269 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $305 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,370 | $54,517-13.1% | $75,972-37.6% | $74,495-36.4% |
| Participation rate | 84.0% | 60.3%+23.6pp | 69.1%+14.9pp | 67.2%+16.8pp |
| Annual return | 10.93% | 31.82%-20.9pp | 359.55%-348.6pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,810 | $1,777+1.9% | $2,685-32.6% | $2,623-31.0% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $361 | $2,229-83.8% | $6,467-94.4% | $1,942-81.4% |