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 BANK9+ years Service code 21 4006 82ND STREET · LUBBOCK, TX 79423 | Bank Trustee | $169,305 |
Filed as: BENEFIT PLANS ADMIN SERVICES Service code 15 · EIN 16-1503696 | Recordkeeping | $113,337 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,053 | $56,638+83.7% | $169,368-38.6% | $74,419+39.8% |
| Participation rate | 96.5% | 67.5%+29.0pp | 77.1%+19.4pp | 70.7%+25.8pp |
| Annual return | 16.65% | 24.75%-8.1pp | 405.60%-389.0pp | 34.38%-17.7pp |
| Employer contribution / active EE | $8,535 | $2,027+321.1% | $4,013+112.7% | $2,637+223.6% |
| Participant deferral / active EE | $5,056 | $4,223+19.7% | $6,221-18.7% | $4,528+11.7% |
| Admin fee / account holder | $493 | $307+60.9% | $9,003-94.5% | $348+41.8% |