Filed June 19, 2012
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 |
|---|---|---|
GOLLOB MORGAN PEDDY PC4 years Service code 10 · EIN 75-2147296 | Accounting | $0 |
TEXAS BANK AND TRUST4 years Service code 15 · EIN 75-0962666 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,805 | $131,799-6.1% | $200,582-38.3% | $85,563+44.7% |
| Participation rate | 79.1% | 87.9%-8.8pp | 86.9%-7.8pp | 66.0%+13.2pp |
| Annual return | 15.53% | 21.59%-6.1pp | 42.33%-26.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $3,143 | $4,532-30.6% | $6,419-51.0% | $2,654+18.4% |
| Participant deferral / active EE | $4,711 | $7,702-38.8% | $9,331-49.5% | $4,375+7.7% |
| Admin fee / account holder | $145 | $235-38.3% | $16,305-99.1% | $834-82.6% |