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 | $53,379 |
FROST BANK4 years Service code 27 · EIN 74-6036463 | Advisory (Plan) | $33,180 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,413 | $44,764-36.5% | $68,791-58.7% | $64,808-56.2% |
| Participation rate | 98.2% | 64.8%+33.4pp | 69.0%+29.2pp | 71.5%+26.7pp |
| Annual return | -14.04% | -10.91%-3.1pp | -6.38%-7.7pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,089 | $1,775-38.6% | $2,655-59.0% | $2,506-56.5% |
| Participant deferral / active EE | $3,712 | $3,238+14.6% | $3,941-5.8% | $4,310-13.9% |
| Admin fee / account holder | $169 | $151+11.7% | $4,932-96.6% | $188-10.0% |