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 9-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: FONDREN OAKS CAPITAL MGMT Service code 27 · EIN 82-3258348 | Advisory (Plan) | $0 |
HAM, LANGSTON & BREZINA, LLP6+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $0 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX Service code 21 | Bank Trustee | $0 |
RETIREMENT HORIZONS INC.6+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,093 | $50,956-15.4% | $96,562-55.4% | $86,799-50.4% |
| Participation rate | 76.2% | 65.2%+11.0pp | 69.8%+6.4pp | 72.3%+3.9pp |
| Annual return | 13.98% | 21.27%-7.3pp | 37.78%-23.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $357 | $1,111-67.9% | $2,356-84.9% | $2,405-85.2% |
| Participant deferral / active EE | $1,957 | $2,954-33.8% | $3,849-49.2% | $4,131-52.6% |
| Admin fee / account holder | $279 | $166+68.1% | $6,181-95.5% | $170+64.6% |