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 |
|---|---|---|
Filed as: AUSTIN CAPITAL RETIREMENT PLAN SERV Service code 13 1601 ELM STREET · DALLAS, TX 75201 | Contract Administrator | $11,545 |
FAMILYWEALTH ADVISERS, LLC3 years Service code 27 4600 S. SYRACUSE · DENVER, CO 80237 | Advisory (Plan) | $6,793 |
AUSTIN CAPITAL TRUST COMPANY, LLC4 years Filed as: AUSTIN CAPITAL TRUST COMPANY Service code 17 200 S. VIRGINIA STREET, 8TH FLOOR · RENO, NV 89501 | Pension Consulting | $1,481 |
AUSTIN CAPITAL TRUST COMPANY, LLC3 years Service code 17 | Pension Consulting | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,428 | $71,516-68.6% | $98,439-77.2% | $71,457-68.6% |
| Participation rate | 51.6% | 72.7%-21.1pp | 75.2%-23.5pp | 67.9%-16.3pp |
| Annual return | 16.71% | 32.41%-15.7pp | 21.16%-4.5pp | 28.85%-12.1pp |
| Employer contribution / active EE | $773 | $2,399-67.8% | $3,048-74.6% | $2,588-70.1% |
| Participant deferral / active EE | $1,221 | $4,109-70.3% | $4,738-74.2% | $4,289-71.5% |
| Admin fee / account holder | $119 | $1,675-92.9% | $8,948-98.7% | $1,587-92.5% |