Filed July 25, 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 |
|---|---|---|
Filed as: SWBC INVESTMENT ADVISORY SERV LLC Service code 27 9311 SAN PEDRO AVE · SAN ANTONIO, TX 78216 | Advisory (Plan) | $3,175 |
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $720 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,507 | $65,435+26.1% | $86,677-4.8% | $66,914+23.3% |
| Participation rate | 99.2% | 75.5%+23.7pp | 76.6%+22.6pp | 69.8%+29.4pp |
| Annual return | -16.80% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,066 | $2,153+42.4% | $2,836+8.1% | $2,544+20.5% |
| Participant deferral / active EE | $4,617 | $4,100+12.6% | $4,656-0.8% | $4,237+9.0% |
| Admin fee / account holder | $13 | $642-98.0% | $7,493-99.8% | $593-97.8% |