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 MANAGEMENT10+ years Service code 27 · EIN 75-1630300 301 COMMERCE STREET · FORT WORTH, TX 76102 | Advisory (Plan) | $24,711 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 415 8TH AVENUE NE · BRAINERD, MN 56401 | Contract Administrator | $11,698 |
WEAVER AND TIDWELL, LLP4 years Filed as: WEAVER & TIDWELL Service code 10 · EIN 75-0786316 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $10,500 |
FROST BANK4 years Filed as: FROST BANK FEES Service code 15 · EIN 74-6036463 4200 SOUTH HULEN · FORT WORTH, TX 76109 | Recordkeeping | $7,209 |
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 | $32,944 | $88,083-62.6% | $164,813-80.0% | $74,495-55.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 11.31% | 17.26%-6.0pp | 69.93%-58.6pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,772 | $2,593-31.7% | $4,341-59.2% | $2,623-32.5% |
| Participant deferral / active EE | $400 | $4,498-91.1% | $6,031-93.4% | $4,346-90.8% |
| Admin fee / account holder | $317 | $2,234-85.8% | $12,690-97.5% | $1,942-83.7% |