Filed March 11, 2006 (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.
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 |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $66,130 |
FULBRIGHT & JAWORSKI2+ years Filed as: FULBRIGHT & JAWORSKI LLP Service code 50 · EIN 74-1201087 | Direct Payment | $22,676 |
DOEREN MAYHEW2+ years Filed as: DOEREN MAYHEW TEXAS, PLLC Service code 50 · EIN 36-4745545 | Direct Payment | $9,800 |
MILLIMAN, INC.2+ years Service code 16 · EIN 91-0675641 | Consulting | $8,775 |
TIAA1 year Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $7,235 |
FID INV INST OPS CO2+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $77,958 | $91,420-14.7% | $57,179+36.3% | $65,292+19.4% |
| Participation rate | 92.2% | 72.6%+19.6pp | 75.3%+16.9pp | 72.4%+19.8pp |
| Annual return | 8.42% | 7.55%+0.9pp | 14.59%-6.2pp | 11.84%-3.4pp |
| Employer contribution / active EE | $6,987 | $3,776+85.1% | $2,682+160.5% | $2,302+203.5% |
| Participant deferral / active EE | $0 | $3,512-100.0% | $3,096-100.0% | $3,579-100.0% |
| Admin fee / account holder | $10 | $22-52.3% | $3,139-99.7% | $57-81.8% |