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 |
|---|---|---|
PLAINS CAPITAL BANK1+ years Service code 21 · EIN 75-0910774 | Bank Trustee | $109,284 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $52,729-100.0% | $202,986-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.9%-26.9pp | 12.6%-12.6pp |
| Annual return | -4.60% | 1.12%-5.7pp | 2.04%-6.6pp | 4.56%-9.2pp |
| Employer contribution / active EE | $12,987 | $8,854+46.7% | $57,418-77.4% | $15,526-16.4% |
| Participant deferral / active EE | $0 | $461-100.0% | $123-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $255,353-100.0% | $1,711-100.0% |