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 10-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 |
|---|---|---|
Service code 27 1250 S CAPITAL OF TEXAS HWY BLDG · WEST LAKE HILLS, TX 78746 | Advisory (Plan) | $9,453 |
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,027 | $56,054-16.1% | $171,082-72.5% | $62,891-25.2% |
| Participation rate | 98.9% | 62.9%+36.0pp | 76.7%+22.2pp | 69.3%+29.6pp |
| Annual return | 10.90% | 22.52%-11.6pp | 32.56%-21.7pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,185 | $1,731+26.3% | $4,002-45.4% | $2,281-4.2% |
| Participant deferral / active EE | $5,491 | $3,158+73.9% | $4,797+14.4% | $3,203+71.4% |
| Admin fee / account holder | $116 | $3,647-96.8% | $8,520-98.6% | $4,296-97.3% |