Filed March 20, 2011
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.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $146,594 |
LUTHER KING CAPITAL MANAGEMENT2+ years Service code 28 · EIN 75-1630300 | Investment Management | $16,120 |
FROST BANK2+ years Service code 21 · EIN 74-0635455 | Bank Trustee | $10,483 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON, LARSON, ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $7,500 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $268,458-100.0% | $264,156-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.9%-50.9pp | 45.6%-45.6pp | 45.6%-45.6pp |
| Annual return | 0.89% | 4.72%-3.8pp | 4.74%-3.8pp | 4.16%-3.3pp |
| Employer contribution / active EE | $0 | $48,881-100.0% | $46,220-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $242-100.0% | $248-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $12,218-100.0% | $12,050-100.0% | $21,465-100.0% |