Filed July 2, 1999
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 |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 64 · EIN 74-0500416 | Recordkeeping Fees | $28,973 |
SOUTH STATE RPS1 year Filed as: SOUTH TEXAS MONEY MANAGEMENT, LTD Service code 28 · EIN 74-2977959 | Investment Management | $26,986 |
STEPHENS INC1 year Filed as: STEPHENS INC. Service code 15 · EIN 71-0641478 | Recordkeeping | $24,537 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,264 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,925 | $80,005-57.6% | $140,016-75.8% | $55,725-39.1% |
| Participation rate | 64.4% | 87.0%-22.6pp | 87.5%-23.1pp | 70.9%-6.4pp |
| Annual return | -8.99% | 0.46%-9.4pp | 651.12%-660.1pp | 244.93%-253.9pp |
| Employer contribution / active EE | $2,361 | $3,403-30.6% | $5,606-57.9% | $2,078+13.6% |
| Participant deferral / active EE | $4,079 | $5,264-22.5% | $6,927-41.1% | $3,356+21.6% |
| Admin fee / account holder | $246 | $116+112.8% | $10,705-97.7% | $115+113.7% |