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 | $453,061 |
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 | $67,953 | $59,339+14.5% | $149,673-54.6% | $103,482-34.3% |
| Participation rate | 61.6% | 70.2%-8.6pp | 78.8%-17.2pp | 73.3%-11.7pp |
| Annual return | 16.30% | 77.78%-61.5pp | 134.42%-118.1pp | 33.11%-16.8pp |
| Employer contribution / active EE | $2,686 | $2,178+23.3% | $4,818-44.3% | $3,208-16.3% |
| Participant deferral / active EE | $3,255 | $3,716-12.4% | $5,680-42.7% | $5,207-37.5% |
| Admin fee / account holder | $77 | $103-24.9% | $13,210-99.4% | $114-32.2% |