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 |
|---|---|---|
CALTON & ASSOCIATES, INC.2 years Filed as: CALTON AND ASSOCIATES INC Service code 99 | Other Fees | $28,510 |
RMR WEALTH BUILDERS INC1 year Service code 99 · EIN 11-2812983 | Other Fees | $13,407 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 STE 500 7908 N SAM HOUSTON PKWY W · HOUSTON, TX 77064 | Other Services | $8,687 |
Filed as: CALTON AND ASSOCIATES, INC. Service code 99 · EIN 59-2845944 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,781 | $56,503-31.4% | $70,092-44.7% | $64,808-40.2% |
| Participation rate | 91.5% | 70.5%+21.0pp | 70.5%+21.0pp | 71.5%+20.0pp |
| Annual return | -17.64% | -13.44%-4.2pp | 190.73%-208.4pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,633 | $2,046-20.2% | $2,559-36.2% | $2,506-34.8% |
| Participant deferral / active EE | $5,323 | $3,389+57.1% | $3,849+38.3% | $4,310+23.5% |
| Admin fee / account holder | $244 | $160+52.0% | $6,267-96.1% | $188+29.8% |