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 |
|---|---|---|
BENEFIT PLANS ADMIN SERVICES, INC.10+ years Service code 15 · EIN 16-1503696 | Recordkeeping | $191,213 |
AMARILLO NATIONAL BANK6 years Service code 21 410 SOUTH TAYLOR STREET · AMARILLO, TX 79101 | Bank Trustee | $123,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,255 | $48,698-42.0% | $93,606-69.8% | $199,593-85.8% |
| Participation rate | 66.3% | 63.5%+2.8pp | 68.7%-2.4pp | 72.0%-5.6pp |
| Annual return | 13.24% | 15.34%-2.1pp | 133.20%-120.0pp | 34.25%-21.0pp |
| Employer contribution / active EE | $773 | $1,135-31.9% | $2,420-68.0% | $3,034-74.5% |
| Participant deferral / active EE | $1,088 | $2,817-61.4% | $4,411-75.3% | $5,087-78.6% |
| Admin fee / account holder | $140 | $195-28.5% | $8,285-98.3% | $269-48.1% |