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 |
|---|---|---|
LUBBOCK NATIONAL BANK6+ years Service code 21 4006 82ND STREET · LUBBOCK, TX 79423 | Bank Trustee | $168,553 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $128,571 |
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 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 | $77,968 | $56,152+38.9% | $185,823-58.0% | $73,409+6.2% |
| Participation rate | 97.8% | 67.6%+30.2pp | 78.0%+19.7pp | 72.2%+25.6pp |
| Annual return | 12.70% | 17.59%-4.9pp | 35.95%-23.3pp | 59.29%-46.6pp |
| Employer contribution / active EE | $3,617 | $1,532+136.1% | $4,087-11.5% | $2,234+61.9% |
| Participant deferral / active EE | $4,130 | $3,659+12.9% | $5,632-26.7% | $3,805+8.5% |
| Admin fee / account holder | $504 | $132+282.1% | $9,500-94.7% | $158+219.5% |