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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.
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| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT4+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $28,808 |
401K ADVISORS INC4+ years Filed as: 401K PLUS, INC. Service code 13 · EIN 75-1793879 5840 I-20 WEST · ARLINGTON, TX 760171069 | Contract Administrator | $12,503 |
FROST BANK4+ years Filed as: FROST BANK, N.A. Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109 | Recordkeeping | $11,125 |
WEAVER AND TIDWELL, LLP4+ years Filed as: WEAVER & TIDWELL, L.L.P Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $10,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,767 | $66,302-52.1% | $110,238-71.2% | $56,287-43.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -5.42% | -1.18%-4.2pp | 314.74%-320.2pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,055 | $2,047+0.4% | $3,826-46.3% | $2,111-2.7% |
| Participant deferral / active EE | $658 | $3,381-80.5% | $4,672-85.9% | $3,350-80.4% |
| Admin fee / account holder | $301 | $698-56.9% | $8,547-96.5% | $521-42.2% |