Filed November 24, 1998
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 |
|---|---|---|
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS LIFE INSURANCE CORP. Service code 15 · EIN 47-0098400 | Recordkeeping | $0 |
BERNSTEIN1+ years Filed as: BERNSTEIN GLOBAL Service code 28 · EIN 13-4064930 | Investment Management | $0 |
FIRST HOUSTON CAPITAL1+ years Service code 28 · EIN 20-4812781 | Investment Management | $0 |
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL NICOLAUS Service code 28 · EIN 43-0538770 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,572 | $72,770-59.4% | $67,652-56.3% | $55,191-46.4% |
| Participation rate | 97.7% | 78.8%+18.9pp | 75.7%+22.1pp | 69.2%+28.6pp |
| Annual return | -0.40% | -3.26%+2.9pp | 6625.04%-6625.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $2,883 | $1,769+62.9% | $2,266+27.2% | $1,899+51.8% |
| Participant deferral / active EE | $1,425 | $3,408-58.2% | $3,560-60.0% | $3,046-53.2% |
| Admin fee / account holder | $139 | $79+76.3% | $4,821-97.1% | $91+53.1% |