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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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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 |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT6+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $28,350 |
WEAVER AND TIDWELL, LLP6+ years Filed as: WEAVER & TIDWELL, L.L.P Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $11,400 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Contract Administrator | $11,218 |
FROST BANK6+ years Filed as: FROST BANK, N.A. Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109 | Recordkeeping | $6,774 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $33,277 | $81,474-59.2% | $133,956-75.2% | $73,488-54.7% |
| Participation rate | 98.6% | 76.4%+22.3pp | 79.8%+18.8pp | 70.7%+28.0pp |
| Annual return | 5.11% | 19.40%-14.3pp | 45.09%-40.0pp | 28.51%-23.4pp |
| Employer contribution / active EE | $2,027 | $2,209-8.3% | $3,919-48.3% | $2,270-10.7% |
| Participant deferral / active EE | $347 | $3,786-90.8% | $5,048-93.1% | $3,740-90.7% |
| Admin fee / account holder | $344 | $713-51.8% | $8,927-96.1% | $513-33.0% |