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 26 · EIN 71-0294708 | Advisory (Participants) | $9,094 |
Filed as: TITAN RETIREMENT ADVISORS LLC Service code 55 17171 PARK ROW DRIVE · HOUSTON, TX 77084 | Other Commissions | $6,250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $44,742 | $155,795-71.3% | $136,294-67.2% | $69,631-35.7% |
| Participation rate | 74.4% | 75.2%-0.9pp | 81.9%-7.6pp | 70.7%+3.7pp |
| Annual return | 19.73% | 232464.33%-232444.6pp | 5155.94%-5136.2pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $1,311 | $2,991-56.2% | $4,695-72.1% | $2,032-35.5% |
| Participant deferral / active EE | $5,387 | $5,394-0.1% | $6,247-13.8% | $3,224+67.1% |
| Admin fee / account holder | $36 | $128-72.0% | $9,243-99.6% | $110-67.5% |