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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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $46,981 |
AMARILLO NATIONAL BANK3 years Service code 18 410 SOUTH TAYLOR STREET · AMARILLO, TX 79101 | Custodial (other than securities) | $35,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,015 | $47,126+40.1% | $149,673-55.9% | $74,419-11.3% |
| Participation rate | 44.9% | 63.4%-18.5pp | 78.8%-33.9pp | 70.7%-25.9pp |
| Annual return | 15.56% | 22.75%-7.2pp | 134.42%-118.9pp | 34.38%-18.8pp |
| Employer contribution / active EE | $613 | $1,905-67.8% | $4,818-87.3% | $2,637-76.7% |
| Participant deferral / active EE | $1,891 | $2,728-30.7% | $5,680-66.7% | $4,528-58.2% |
| Admin fee / account holder | $429 | $343+25.3% | $13,210-96.7% | $348+23.4% |