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 |
|---|---|---|
TEXAS BANK AND TRUST5 years Filed as: TEXAS BANK AND TRUST COMPANY Service code 15 · EIN 75-0962666 1800 NW LOOP 291 · LONGVIEW, TX 75604 | Recordkeeping | $32,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,221 | $88,890-5.3% | $102,423-17.8% | $77,643+8.5% |
| Participation rate | 46.0% | 80.9%-34.9pp | 76.5%-30.4pp | 70.6%-24.5pp |
| Annual return | 19.61% | 24.98%-5.4pp | 29.32%-9.7pp | 31.24%-11.6pp |
| Employer contribution / active EE | $1,822 | $2,698-32.5% | $3,023-39.7% | $2,726-33.2% |
| Participant deferral / active EE | $3,181 | $5,145-38.2% | $5,053-37.0% | $4,647-31.5% |
| Admin fee / account holder | $206 | $235-12.4% | $9,451-97.8% | $430-52.1% |