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 9-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 |
|---|---|---|
LUBBOCK NATIONAL BANK4 years Service code 22 · EIN 42-1571111 | Insurance Broker | $7,887 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $845,484-100.0% | $177,989-100.0% | - |
| Participation rate | 0.0% | 64.0%-64.0pp | 77.1%-77.1pp | - |
| Annual return | -1.97% | 8.37%-10.3pp | 294.48%-296.5pp | - |
| Employer contribution / active EE | $0 | $2,463-100.0% | $3,949-100.0% | - |
| Participant deferral / active EE | $0 | $5,196-100.0% | $6,276-100.0% | - |
| Admin fee / account holder | $0 | $34,598-100.0% | $10,363-100.0% | - |