See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY Service code 27 1300 POST OAK BLVD SUITE 900 · HOUSTON, TX 77056 | Advisory (Plan) | $317,110 |
DAVID ROMANO7+ years Filed as: DAVID BOWMAN Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $125,997 |
ISSI7+ years Service code 15 · EIN 23-2182079 TWO EXECUTIVE CAMPUS SUITE 400 · CHERRY HILL, NJ 08002 | Recordkeeping | $104,698 |
DENICE MEIDINGER7+ years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $71,642 |
Filed as: HARPER & PEARSON COMPANY PC Service code 10 · EIN 74-1695589 ONE RIVERWAY SUITE 1900 · HOUSTON, TX 77056 | Accounting | $70,000 |
WENDY WEISS7+ years Filed as: WENDY CLEMENTS Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $69,351 |
TINIA SIMMONS4 years Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $69,339 |
SAMANTHA SCHROFF4 years Filed as: SAMANTHA ADKINSON Service code 30 · EIN 51-6127760 454 LINK ROAD · HOUSTON, TX 77009 | Employee (plan) | $64,929 |
HAPJAC7+ years Service code 49 · EIN 74-1187107 454 LINK ROAD · HOUSTON, TX 77009 | Other Services | $36,000 |
PATRICK FLYNN7+ years Service code 29 · EIN 76-0385614 1225 N LOOP WEST SUITE 1000 · HOUSTON, TX 77008 | Legal | $31,472 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,058 | $160,882-86.9% | $200,582-89.5% | $102,872-79.5% |
| Participation rate | 75.3% | 91.2%-15.9pp | 86.9%-11.6pp | 73.0%+2.3pp |
| Annual return | 6.60% | 18.15%-11.6pp | 42.33%-35.7pp | 19.06%-12.5pp |
| Employer contribution / active EE | $1,291 | $5,602-77.0% | $6,419-79.9% | $3,526-63.4% |
| Participant deferral / active EE | $81 | $9,300-99.1% | $9,331-99.1% | $5,535-98.5% |
| Admin fee / account holder | $497 | $125+298.2% | $16,305-97.0% | $292+70.0% |