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 7-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 |
|---|---|---|
MAJORS & MONDRAGON3+ years Filed as: MAJORS & MONDRAGON, LLC Service code 27 13231 CHAMPION FOREST DR. SUITE 311 · HOUSTON, TX 77069 | Advisory (Plan) | $56,235 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $29,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,540 | $79,519-32.7% | $95,952-44.2% | $73,409-27.1% |
| Participation rate | 43.0% | 81.2%-38.2pp | 77.1%-34.1pp | 72.2%-29.2pp |
| Annual return | 11.93% | 19.20%-7.3pp | 91.61%-79.7pp | 59.29%-47.4pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,204 | $4,138-46.7% | $4,167-47.1% | $3,805-42.1% |
| Admin fee / account holder | $367 | $184+99.0% | $6,795-94.6% | $158+132.4% |