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 |
|---|---|---|
PLAINS CAPITAL BANK2+ years Service code 21 · EIN 75-0910774 | Bank Trustee | $64,681 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $46,757-100.0% | $105,260-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 11.3%-11.3pp |
| Annual return | 4.88% | 11.19%-6.3pp | 9.21%-4.3pp | 10.41%-5.5pp |
| Employer contribution / active EE | $15,385 | $8,046+91.2% | $35,088-56.2% | $14,691+4.7% |
| Participant deferral / active EE | $0 | $306-100.0% | $163-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $4,019-100.0% | $2,646-100.0% |