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 | $397,320 |
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Recor... | $2,647 |
Service code 10 · EIN 43-1947695 | Accounting | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,323 | $69,238-11.4% | $185,823-67.0% | $101,517-39.6% |
| Participation rate | 64.2% | 73.5%-9.3pp | 81.7%-17.5pp | 74.6%-10.3pp |
| Annual return | 12.92% | 21.26%-8.3pp | 122.05%-109.1pp | 21.00%-8.1pp |
| Employer contribution / active EE | $2,554 | $2,104+21.4% | $5,167-50.6% | $2,973-14.1% |
| Participant deferral / active EE | $3,031 | $3,764-19.5% | $5,568-45.6% | $4,873-37.8% |
| Admin fee / account holder | $67 | $66+0.8% | $16,237-99.6% | $139-52.1% |