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 BANK2+ years Service code 21 · EIN 74-0635455 | Bank Trustee | $136,044 |
RETIREMENT HORIZONS INC.2+ years Filed as: RETIREMENT HORIZONS Service code 15 · EIN 76-0551734 | Recordkeeping | $50,067 |
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.
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 | $63,542 | $71,802-11.5% | $133,980-52.6% | $57,658+10.2% |
| Participation rate | 95.3% | 85.5%+9.8pp | 87.1%+8.2pp | 70.2%+25.1pp |
| Annual return | 9.26% | 13.51%-4.3pp | 29.30%-20.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $609 | $3,161-80.7% | $5,211-88.3% | $1,974-69.1% |
| Participant deferral / active EE | $1,189 | $4,606-74.2% | $6,282-81.1% | $3,061-61.2% |
| Admin fee / account holder | $479 | $88+445.9% | $9,324-94.9% | $95+406.3% |