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 |
|---|---|---|
FROST BANK9+ years Filed as: FROST BROKERAGE SERVICES INC Service code 49 · EIN 74-2404030 | Other Services | $12,242 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,096 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,441 | $82,978+36.7% | $129,995-12.7% | $71,457+58.8% |
| Participation rate | 71.9% | 74.1%-2.1pp | 78.5%-6.6pp | 67.9%+4.0pp |
| Annual return | 15.78% | 20.60%-4.8pp | -137.18%+153.0pp | 28.85%-13.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,770 | $4,432-37.5% | $5,820-52.4% | $4,289-35.4% |
| Admin fee / account holder | $46 | $1,729-97.3% | $10,614-99.6% | $1,587-97.1% |