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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,590 |
FROST BANK1 year Service code 27 · EIN 74-6036463 | Advisory (Plan) | $18,089 |
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 | $25,904 | $46,423-44.2% | $75,886-65.9% | $67,579-61.7% |
| Participation rate | 92.1% | 63.1%+29.1pp | 69.3%+22.8pp | 71.3%+20.8pp |
| Annual return | 19.94% | 32.29%-12.3pp | 30.76%-10.8pp | 378.56%-358.6pp |
| Employer contribution / active EE | $859 | $1,406-38.9% | $2,500-65.7% | $2,148-60.0% |
| Participant deferral / active EE | $2,853 | $2,564+11.3% | $3,603-20.8% | $3,539-19.4% |
| Admin fee / account holder | $104 | $132-21.4% | $5,418-98.1% | $142-27.2% |