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 BANK4+ years Service code 25 · EIN 74-0635455 | Directed Trustee | $30,121 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,406 |
WEAVER AND TIDWELL, LLP2 years Service code 50 · EIN 75-0786316 | Direct Payment | $16,000 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $2,453 |
RELIANCE TRUST COMPANY4+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $545 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $166,953 | $77,813+114.6% | $123,544+35.1% | $64,186+160.1% |
| Participation rate | 94.4% | 74.7%+19.7pp | 82.3%+12.1pp | 69.6%+24.8pp |
| Annual return | -5.22% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,532 | $3,014+17.2% | $4,628-23.7% | $2,381+48.4% |
| Participant deferral / active EE | $6,181 | $5,240+18.0% | $6,426-3.8% | $3,470+78.2% |
| Admin fee / account holder | $490 | $5,519-91.1% | $9,284-94.7% | $4,888-90.0% |