Filed October 28, 2024
Total covered: 12 employees
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 |
|---|---|---|
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 49 20445 STATE HIGHWAY 249 · HOUSTON, TX 77070 | Other Services | $0 |
Filed as: RAYMOND JAMES FINANCIAL SERVICE Service code 99 · EIN 59-2937883 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,775 | $121,341+26.7% | $189,513-18.9% | $79,386+93.7% |
| Participation rate | 95.3% | 86.1%+9.2pp | 87.8%+7.5pp | 70.7%+24.6pp |
| Annual return | 13.87% | 21.08%-7.2pp | 555.15%-541.3pp | 116.85%-103.0pp |
| Employer contribution / active EE | $3,609 | $3,915-7.8% | $6,162-41.4% | $2,427+48.7% |
| Participant deferral / active EE | $6,195 | $6,395-3.1% | $8,221-24.6% | $4,046+53.1% |
| Admin fee / account holder | $46 | $651-93.0% | $12,045-99.6% | $626-92.7% |