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.8+ years Service code 99 · EIN 74-2057249 11510 CHEVY CHASE DRIVE · HOUSTON, TX 77077 | Other Fees | $7,361 |
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 | $74,113 | $110,094-32.7% | $151,611-51.1% | $68,494+8.2% |
| Participation rate | 97.8% | 84.0%+13.9pp | 87.5%+10.3pp | 67.9%+29.9pp |
| Annual return | -16.09% | -10.12%-6.0pp | 3.33%-19.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,324 | $4,471-70.4% | $6,166-78.5% | $2,596-49.0% |
| Participant deferral / active EE | $5,449 | $6,527-16.5% | $8,363-34.8% | $4,027+35.3% |
| Admin fee / account holder | $3,739 | $7,719-51.6% | $11,616-67.8% | $5,403-30.8% |