See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WEAVER LLP4+ years Service code 10 · EIN 75-0786316 2821 WEST SEVENTH STREET · FORT WORTH, TX 76107 | Accounting | $14,600 |
FROST BANK4+ years Filed as: FROST NATIONAL BANK Service code 21 · EIN 75-1584019 4200 SOUTH HULEN #230 · FORT WORTH, TX 76109 | Bank Trustee | $12,456 |
GEORGE JOHNSON & COMPANY4+ years Filed as: GEORGE VALUATION ADVISORS, INC. Service code 34 · EIN 75-2626337 555 REPUBLIC DRIVE · PLANO, TX 75074 | Valuation (appraisals, etc.) | $8,250 |
401K ADVISORS INC4+ years Filed as: 401K PLUS, INC Service code 15 · EIN 75-1793879 5850 I-20 WEST · ARLINGTON, TX 76017 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $44,253 | $66,302-33.3% | $110,238-59.9% | $56,287-21.4% |
| Participation rate | 91.6% | 74.9%+16.7pp | 79.8%+11.7pp | 69.9%+21.7pp |
| Annual return | -2.44% | -1.18%-1.3pp | 314.74%-317.2pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $135 | $698-80.7% | $8,547-98.4% | $521-74.1% |