Filed January 10, 1997 (most recent of 3 filings on file)
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 75-1630300 | Investment Management | $276,198 |
MILLIMAN, INC.6 years Service code 11 · EIN 91-0675641 | Actuarial | $142,910 |
FROST BANK8 years Filed as: FROST NATIONAL BANK Service code 21 · EIN 74-2585073 | Bank Trustee | $18,683 |
PKF O'CONNOR DAVIES, LLP7 years Filed as: PANNELL KERR FORSTER OF TEXAS, PC Service code 10 · EIN 76-0356844 | Accounting | $15,533 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $417,381-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 28.2%-28.2pp | 2.1%-2.1pp |
| Annual return | 6.73% | 7.65%-0.9pp | 5.83%+0.9pp | 7.65%-0.9pp |
| Employer contribution / active EE | $13,072 | $20,599-36.5% | $38,352-65.9% | $20,599-36.5% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $165-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $6,587-100.0% | $193-100.0% |