Filed March 28, 2001
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 |
|---|---|---|
ROBERT W. POWELL & ASSOC., INC.6+ years Service code 10 · EIN 74-2057249 11510 CHEVY CHASE DRIVE · HOUSTON, TX 77077 | Accounting | $5,993 |
Employer 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,957 | $123,793-20.1% | $177,821-44.4% | $79,858+23.9% |
| Participation rate | 72.2% | 84.7%-12.4pp | 87.7%-15.5pp | 69.6%+2.6pp |
| Annual return | 12.83% | 22.82%-10.0pp | 48.32%-35.5pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,071 | $4,095-73.8% | $5,918-81.9% | $2,471-56.7% |
| Participant deferral / active EE | $4,015 | $5,956-32.6% | $7,714-48.0% | $3,740+7.3% |
| Admin fee / account holder | $19,651 | $7,243+171.3% | $12,427+58.1% | $5,306+270.3% |