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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 12 · EIN 16-1503696 | Claims processing; Participant commun... | $22,023 |
FROST BANK2 years Service code 21 111 WEST HOUSTON STREET · SAN ANTONIO, TX 78205 | Bank Trustee | $11,936 |
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 | $44,051 | $73,638-40.2% | $95,952-54.1% | $73,488-40.1% |
| Participation rate | 74.7% | 76.2%-1.5pp | 77.1%-2.4pp | 70.7%+4.0pp |
| Annual return | 17.11% | 16.78%+0.3pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $894 | $1,863-52.0% | $2,541-64.8% | $2,270-60.6% |
| Participant deferral / active EE | $2,473 | $3,617-31.6% | $4,167-40.6% | $3,740-33.9% |
| Admin fee / account holder | $246 | $482-49.0% | $6,795-96.4% | $513-52.0% |