Filings through .
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.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PLAN ADMINISTRATORS9+ years Filed as: BENEFIT PLAN ADMINISTRATIVE SERVICE Service code 12 · EIN 16-1503696 | Claims processing; Custodial (securit... | $11,928 |
4 funds of $250K or more; 9 lines in all, holding $3.6M of the plan's $3.6M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.5M | 40.7% |
| FID Balanced Mutual Fund Fidelity (FMR) · Mutual fund | $1.1M | 30.4% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $283K | 7.8% |
| Frost Total Return Bond Fund Manager not matched · Mutual fund | $277K | 7.7% |
| Vanguard Small Cap Growth Fund Vanguard · Mutual fund | $207K | 5.7% |
| Vanguard LifeStrategy Conservative Growth Fun Vanguard · Mutual fund | $77K | 2.1% |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. Rowe Price · Mutual fund | $76K | 2.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $68K | 1.9% |
| Invesco International Diversified Fund Invesco · Mutual fund | $51K | 1.4% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.