Filed August 8, 2024 (most recent of 3 filings on file)
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 |
|---|---|---|
ENTERPRISE BANK & TRUST1 year Filed as: ENTERPRISE RETIREMENT SOLUTIONS Service code 17 1717 W LOOP SOUTH · HOUSTON, TX 77027 | Pension Consulting | $31,250 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,391 |
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 | $230,319 | $65,322+252.6% | $70,449+226.9% | $73,488+213.4% |
| Participation rate | 93.6% | 77.0%+16.6pp | 75.1%+18.5pp | 70.7%+22.9pp |
| Annual return | 15.23% | 15.71%-0.5pp | 109.03%-93.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $5,154 | $2,460+109.5% | $2,737+88.3% | $2,270+127.0% |
| Participant deferral / active EE | $6,853 | $3,375+103.1% | $3,709+84.8% | $3,740+83.3% |
| Admin fee / account holder | $148 | $214-31.0% | $3,845-96.2% | $513-71.2% |