Filed October 18, 2004
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 LLC2+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 76-0400240 PO BOX 710812 · COLUMBUS, OH 432710812 | Securities Custodian | $421,432 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 27 · EIN 75-1910325 8800 CARILLON PKWY · ST PETERBURG, FL 337330520 | Advisory (Plan) | $313,403 |
LUTHER KING CAPITAL MANAGEMENT2+ years Service code 27 · EIN 75-0163033 310 COMMERCE ST · FT WORTH, TX 76102 | Advisory (Plan) | $241,471 |
Filed as: BANK OF TEXAS WEALTH MANAGEMENT Service code 19 P.O. BOX 1270 · TULSA, OK 741011270 | Securities Custodian | $40,929 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,279 | $88,730+38.9% | $82,313+49.8% | $77,958+58.1% |
| Participation rate | 96.0% | 84.5%+11.4pp | 76.9%+19.1pp | 71.6%+24.3pp |
| Annual return | 3.12% | 20.88%-17.8pp | 25.88%-22.8pp | 20.87%-17.7pp |
| Employer contribution / active EE | $2,402 | $2,758-12.9% | $2,428-1.1% | $2,310+3.9% |
| Participant deferral / active EE | $3,184 | $4,634-31.3% | $3,706-14.1% | $3,537-10.0% |
| Admin fee / account holder | $532 | $74+618.6% | $5,608-90.5% | $97+445.9% |