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: MORGAN STANLEY GLOBAL BANKING OPERA Service code 27 1300 THAMES ST WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $31,250 |
GARY A NAGLER PLLC1 year Filed as: GARY A NAGLER ASSOCIATES Service code 16 4888 LOOP CENTRAL DRIVE · HOUSTON, TX 77081 | Consulting | $26,162 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,044 |
Filed as: HAM LANGSTON BREZINA LLP Service code 10 11550 FUQUA · HOUSTON, TX 77034 | Accounting | $10,623 |
WESTLAKE FINANCIAL GROUP1 year Filed as: WESTLAKE CHEMICAL CORPORATION Service code 50 2801 POST OAK BLVD SUITE 600 · HOUSTON, TX 77056 | Direct Payment | $9,654 |
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 | $147,447 | $82,279+79.2% | $77,999+89.0% | $63,975+130.5% |
| Participation rate | 98.4% | 84.7%+13.7pp | 75.5%+22.9pp | 71.1%+27.3pp |
| Annual return | 7.01% | 11.20%-4.2pp | 425.96%-419.0pp | 48.65%-41.6pp |
| Employer contribution / active EE | $9,664 | $3,297+193.1% | $2,470+291.3% | $2,182+343.0% |
| Participant deferral / active EE | $7,732 | $4,538+70.4% | $3,497+121.1% | $3,356+130.4% |
| Admin fee / account holder | $34 | $81-58.5% | $5,480-99.4% | $70-52.0% |