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: ROBINSON BURDETTE MARTIN SERIGHT Service code 10 · EIN 75-2489868 9816 SLIDE ROAD · LUBBOCK, TX 79424 | Accounting | $9,500 |
MASON WARNER & COMPANY, P.C.1+ years Service code 14 · EIN 75-2256980 5202 INDIANA AVE · LUBBOCK, TX 79413 | Plan Administrator | $7,575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,338 | $60,349-26.5% | $74,183-40.2% | $62,891-29.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -2.56% | 21.37%-23.9pp | 17.74%-20.3pp | 20.14%-22.7pp |
| Employer contribution / active EE | $2,027 | $1,680+20.6% | $2,370-14.5% | $2,281-11.1% |
| Participant deferral / active EE | $2,492 | $2,856-12.7% | $3,550-29.8% | $3,203-22.2% |
| Admin fee / account holder | $342 | $4,261-92.0% | $5,586-93.9% | $4,296-92.0% |