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 |
|---|---|---|
OTHER1 year Service code 99 UNAVAILABLE · UNAVAILABLE, TX 76102 | Other Fees | $26,935 |
FROST BANK5+ years Service code 99 · EIN 74-0635455 | Other Fees | $23,054 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC PCG Service code 99 · EIN 34-1542819 | Other Fees | $9,518 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $550 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
TD AMERITRADE, INC.1 year Service code 33 · EIN 82-0543156 | Distribution (12b-1) fees; Securities... | $0 |
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 | $195,854 | $89,355+119.2% | $141,162+38.7% | $72,985+168.3% |
| Participation rate | 95.5% | 75.1%+20.4pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 19.69% | 111.85%-92.2pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $3,359 | $3,114+7.9% | $4,735-29.1% | $2,440+37.7% |
| Participant deferral / active EE | $6,578 | $5,418+21.4% | $6,709-2.0% | $3,607+82.3% |
| Admin fee / account holder | $92 | $5,958-98.4% | $10,261-99.1% | $5,124-98.2% |