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 BANK2 years Service code 27 410 S TAYLOR ST · AMARILLO, TX 79101 | Advisory (Plan) | $51,279 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,927 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,236 |
Employer contribution per participant 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 | $57,527 | $88,122-34.7% | $141,162-59.2% | $67,579-14.9% |
| Participation rate | 83.2% | 76.5%+6.7pp | 82.5%+0.7pp | 71.3%+11.9pp |
| Annual return | 21.83% | 75.40%-53.6pp | 71.39%-49.6pp | 378.56%-356.7pp |
| Employer contribution / active EE | $631 | $3,224-80.4% | $4,735-86.7% | $2,148-70.6% |
| Participant deferral / active EE | $3,496 | $5,958-41.3% | $6,709-47.9% | $3,539-1.2% |
| Admin fee / account holder | $226 | $131+72.8% | $10,261-97.8% | $142+58.9% |