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 |
|---|---|---|
Service code 27 1001 MCKINNEY STE 1200 · HOUSTON, TX 77002 | Advisory (Plan) | $30,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,785 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $276,544 | $98,750+180.0% | $149,696+84.7% | $79,858+246.3% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.2pp |
| Annual return | 17.93% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $10,493 | $3,216+226.2% | $4,644+125.9% | $2,471+324.7% |
| Participant deferral / active EE | $7,393 | $5,680+30.2% | $6,842+8.1% | $3,740+97.7% |
| Admin fee / account holder | $153 | $6,053-97.5% | $9,309-98.4% | $5,306-97.1% |