Filed March 15, 2016
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 BANK3 years Service code 55 100 W HOUSTON STREET · SAN ANTONIO, TX 78205 | Other Commissions | $29,905 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,877 | $62,928-39.8% | $172,739-78.1% | $67,579-44.0% |
| Participation rate | 54.0% | 64.5%-10.4pp | 82.6%-28.6pp | 71.3%-17.2pp |
| Annual return | 27.85% | 30.36%-2.5pp | 802.84%-775.0pp | 378.56%-350.7pp |
| Employer contribution / active EE | $1,373 | $1,636-16.1% | $5,143-73.3% | $2,148-36.1% |
| Participant deferral / active EE | $2,567 | $2,145+19.7% | $5,198-50.6% | $3,539-27.5% |
| Admin fee / account holder | $20 | $167-87.8% | $13,954-99.9% | $142-85.7% |