Filed November 1, 1995
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 7-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 52 · EIN 04-1590850 | Indirect Investment Fees | $45,729 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 · EIN 82-1364595 | Advisory (Plan) | $23,725 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BEACON Service code 52 · EIN 75-2401150 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2+ years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2+ years Service code 52 · EIN 04-6171663 | Indirect Investment Fees | $0 |
COMERICA BANK2+ years Filed as: COMERICA BANK AND TRUST Service code 52 · EIN 47-6658632 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2+ years Service code 52 · EIN 23-2450217 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
INVESCO2+ years Service code 52 · EIN 91-1986511 | Indirect Investment Fees | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,334 | $79,519-6.5% | $95,952-22.5% | $73,409+1.3% |
| Participation rate | 11.4% | 81.2%-69.8pp | 77.1%-65.7pp | 72.2%-60.8pp |
| Annual return | 10.69% | 19.20%-8.5pp | 91.61%-80.9pp | 59.29%-48.6pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $410 | $4,138-90.1% | $4,167-90.2% | $3,805-89.2% |
| Admin fee / account holder | $457 | $184+148.1% | $6,795-93.3% | $158+189.6% |