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 LLC3+ years Filed as: JP MORGAN CHASE Service code 19 · EIN 76-0400240 PO BOX 710812 · COLUMBUS, OH 432710812 | Securities Custodian | $472,044 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 27 · EIN 75-1910325 8800 CARILLON PKWY · ST PETERBURG, FL 337330520 | Advisory (Plan) | $333,602 |
LUTHER KING CAPITAL MANAGEMENT3+ years Service code 27 · EIN 75-0163033 310 COMMERCE ST · FT WORTH, TX 76102 | Advisory (Plan) | $185,978 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF TEXAS WEALTH MANAGEMENT Service code 19 P.O. BOX 1270 · TULSA, OK 741011270 | Securities Custodian | $47,547 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,022 | $78,852+72.5% | $76,768+77.2% | $75,289+80.7% |
| Participation rate | 96.2% | 85.0%+11.2pp | 77.0%+19.2pp | 72.4%+23.8pp |
| Annual return | 7.60% | -1.29%+8.9pp | 2.43%+5.2pp | -0.04%+7.6pp |
| Employer contribution / active EE | $2,566 | $2,794-8.2% | $2,485+3.3% | $2,405+6.7% |
| Participant deferral / active EE | $3,370 | $4,800-29.8% | $3,852-12.5% | $3,739-9.9% |
| Admin fee / account holder | $607 | $79+668.6% | $6,675-90.9% | $102+493.4% |