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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.
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| Provider | Service type | Compensation |
|---|---|---|
AMARILLO NATIONAL BANK5 years Service code 27 410 S TAYLOR · AMARILLO, TX 79105 | Advisory (Plan) | $63,449 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,688 |
FMC SERVICES LLC3 years Service code 10 PO BOX 50925 · AMARILLO, TX 79159 | Accounting | $13,271 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,092 |
Filed as: GWFS EQUITIES INC Service code 72 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $20 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,295 | $82,202-48.5% | $125,339-66.3% | $64,808-34.7% |
| Participation rate | 95.7% | 77.9%+17.9pp | 82.4%+13.4pp | 71.5%+24.3pp |
| Annual return | -18.73% | 3.48%-22.2pp | 572.05%-590.8pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,481 | $3,615-59.0% | $4,814-69.2% | $2,506-40.9% |
| Participant deferral / active EE | $3,423 | $7,175-52.3% | $7,446-54.0% | $4,310-20.6% |
| Admin fee / account holder | $293 | $163+79.3% | $10,010-97.1% | $188+55.8% |