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.
See the 10-year trajectory with Solo.
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 MANAGEMENT8+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $26,527 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $12,566 |
FROST BANK2 years Filed as: FROST BANK FEES Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109 | Recordkeeping | $3,406 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Contract Administrator | $3,296 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,920 | $86,655-60.9% | $119,609-71.6% | $66,914-49.3% |
| Participation rate | 94.8% | 75.6%+19.2pp | 79.3%+15.6pp | 69.8%+25.0pp |
| Annual return | -17.38% | -8.00%-9.4pp | -14.97%-2.4pp | 1.58%-19.0pp |
| Employer contribution / active EE | $2,222 | $2,536-12.4% | $4,232-47.5% | $2,544-12.7% |
| Participant deferral / active EE | $390 | $4,358-91.0% | $5,602-93.0% | $4,237-90.8% |
| Admin fee / account holder | $349 | $755-53.7% | $10,323-96.6% | $593-41.1% |