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 |
|---|---|---|
AMARILLO NATIONAL BANK1 year Service code 27 410 S. TAYLOR ST · AMARILLO, TX 79105 | Advisory (Plan) | $1,990 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $256 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,925 | $75,388-28.5% | $123,544-56.4% | $55,725-3.2% |
| Participation rate | 78.2% | 75.7%+2.5pp | 82.3%-4.1pp | 70.9%+7.4pp |
| Annual return | -6.38% | 4.48%-10.9pp | 119.20%-125.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,518 | $3,063-50.5% | $4,628-67.2% | $2,078-27.0% |
| Participant deferral / active EE | $3,107 | $5,651-45.0% | $6,426-51.7% | $3,356-7.4% |
| Admin fee / account holder | $28 | $120-76.9% | $9,284-99.7% | $115-75.9% |