Filed July 22, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 15 · EIN 51-0396365 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Recordkeeping | $500,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,125 | $67,672+5.1% | $155,567-54.3% | $99,061-28.2% |
| Participation rate | 60.3% | 67.2%-6.9pp | 78.2%-17.9pp | 71.6%-11.3pp |
| Annual return | 11.68% | 16.16%-4.5pp | 64.74%-53.1pp | 17.66%-6.0pp |
| Employer contribution / active EE | $2,693 | $2,262+19.0% | $4,674-42.4% | $3,261-17.4% |
| Participant deferral / active EE | $3,277 | $3,827-14.4% | $5,628-41.8% | $5,331-38.5% |
| Admin fee / account holder | $70 | $94-25.8% | $15,916-99.6% | $109-36.2% |