Filed August 23, 2018
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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 74-6290627 | Bank Trustee | $677,976 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $259,024 |
WESTWOOD TRUST1+ years Filed as: WESTWOOD MANAGEMENT CORP. Service code 28 208 SOUTH LASALLE STREET · CHICAGO, IL 60604 | Investment Management | $192,565 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF TEXAS WEALTH MANAGEMENT Service code 21 · EIN 74-2376834 | Bank Trustee | $116,254 |
FROST BANK1+ years Filed as: FROST NATIONAL BANK Service code 27 · EIN 74-0635455 | Advisory (Plan) | $88,395 |
WHITLEY PENN LLP1+ years Service code 10 · EIN 75-2393478 | Accounting | $23,702 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $381,942,733-100.0% | $322,681-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 0.85% | 5.96%-5.1pp | 4.07%-3.2pp | 9.19%-8.3pp |
| Employer contribution / active EE | $7,821 | $13,653-42.7% | $36,235-78.4% | $12,608-38.0% |
| Participant deferral / active EE | $0 | $0 | $215-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $7,128-100.0% | $2,655,710-100.0% |