Filed December 29, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $35,723 |
LUBBOCK NATIONAL BANK4 years Service code 21 4006 82ND STREET · LUBBOCK, TX 79423 | Bank Trustee | $32,070 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,820 | $50,199+29.1% | $70,092-7.5% | $66,914-3.1% |
| Participation rate | 97.2% | 66.3%+30.9pp | 70.5%+26.7pp | 69.8%+27.4pp |
| Annual return | -13.14% | -13.85%+0.7pp | 190.73%-203.9pp | 1.58%-14.7pp |
| Employer contribution / active EE | $4,037 | $1,864+116.6% | $2,559+57.8% | $2,544+58.7% |
| Participant deferral / active EE | $4,657 | $3,112+49.6% | $3,849+21.0% | $4,237+9.9% |
| Admin fee / account holder | $547 | $600-8.8% | $6,267-91.3% | $593-7.8% |