Filed May 15, 2006
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 |
|---|---|---|
Filed as: FONDREN OAKS CAPITAL MGMT Service code 27 · EIN 82-3258348 | Advisory (Plan) | $20,418 |
DEFINITI LLC2 years Service code 15 3 HOLLAND STREET · ERIE, PA 16507 | Recordkeeping | $17,750 |
Service code 25 · EIN 13-5570651 | Directed Trustee | $544 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST Service code 19 PO BOX 3595 · NEW YORK, NY 10008 | Securities Custodian | $488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,563 | $65,946-20.3% | $81,783-35.7% | $77,671-32.3% |
| Participation rate | 40.5% | 65.8%-25.2pp | 72.4%-31.8pp | 70.6%-30.0pp |
| Annual return | 12.31% | 26.65%-14.3pp | 775.05%-762.7pp | 31.21%-18.9pp |
| Employer contribution / active EE | $845 | $2,371-64.4% | $2,913-71.0% | $2,726-69.0% |
| Participant deferral / active EE | $1,192 | $3,507-66.0% | $4,320-72.4% | $4,648-74.3% |
| Admin fee / account holder | $229 | $527-56.5% | $7,380-96.9% | $430-46.8% |