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 MANAGEMENT9+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $22,794 |
WEAVER AND TIDWELL, LLP3 years Filed as: WEAVER & TIDWELL Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $14,935 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Contract Administrator | $6,933 |
FROST BANK3 years Filed as: FROST BANK FEES Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109 | Recordkeeping | $6,733 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,849 | $82,978-60.4% | $129,995-74.7% | $71,457-54.0% |
| Participation rate | 98.5% | 74.1%+24.4pp | 78.5%+20.0pp | 67.9%+30.5pp |
| Annual return | 8.70% | 20.60%-11.9pp | -137.18%+145.9pp | 28.85%-20.1pp |
| Employer contribution / active EE | $2,308 | $2,622-12.0% | $4,320-46.6% | $2,588-10.8% |
| Participant deferral / active EE | $372 | $4,432-91.6% | $5,820-93.6% | $4,289-91.3% |
| Admin fee / account holder | $317 | $1,729-81.7% | $10,614-97.0% | $1,587-80.0% |