See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TRANSPORT WORKERS UNION3 years Filed as: TRANSPORT WORKERS UNION 513 RET PLN Service code 14 1169 NORTH BURLESON BLVD · BURLESON, TX 76028 | Plan Administrator | $71,454 |
T ROWE PRICE RPS INC10+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $630 |
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 | $30,070 | $57,831-48.0% | $82,389-63.5% | $85,563-64.9% |
| Participation rate | 73.2% | 55.0%+18.2pp | 69.5%+3.7pp | 66.0%+7.3pp |
| Annual return | 6.58% | 17.86%-11.3pp | 28.67%-22.1pp | 31.51%-24.9pp |
| Employer contribution / active EE | $1,361 | $1,643-17.2% | $2,517-45.9% | $2,654-48.7% |
| Participant deferral / active EE | $0 | $3,118-100.0% | $4,155-100.0% | $4,375-100.0% |
| Admin fee / account holder | $360 | $1,391-74.2% | $7,231-95.0% | $834-56.9% |