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 | $461,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,618 | $52,346+13.9% | $143,757-58.5% | $78,044-23.6% |
| Participation rate | 59.0% | 72.7%-13.7pp | 80.3%-21.3pp | 74.4%-15.5pp |
| Annual return | -15.20% | -14.19%-1.0pp | -0.04%-15.2pp | 10.87%-26.1pp |
| Employer contribution / active EE | $2,580 | $2,131+21.0% | $4,951-47.9% | $3,125-17.4% |
| Participant deferral / active EE | $3,056 | $3,800-19.6% | $5,637-45.8% | $5,084-39.9% |
| Admin fee / account holder | $78 | $63+23.5% | $14,673-99.5% | $79-0.7% |