Filed October 14, 2015
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 |
|---|---|---|
RETIREMENT HORIZONS INC.4+ years Filed as: RETIREMENT HORIZONS, INC Service code 15 · EIN 76-0551734 2201 TIMBERLOCH PLACE, STE 150 · THE WOODLANDS, TX 77380 | Recordkeeping | $219,362 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,961 | $118,101-36.5% | $106,387-29.5% | $75,289-0.4% |
| Participation rate | 92.1% | 81.4%+10.6pp | 77.5%+14.6pp | 72.4%+19.6pp |
| Annual return | 13.30% | -2.42%+15.7pp | 0.25%+13.0pp | -0.04%+13.3pp |
| Employer contribution / active EE | $894 | $2,880-68.9% | $3,520-74.6% | $2,405-62.8% |
| Participant deferral / active EE | $2,735 | $4,681-41.6% | $5,421-49.6% | $3,739-26.8% |
| Admin fee / account holder | $49 | $85-41.7% | $7,510-99.3% | $102-51.8% |