Filed June 5, 2014 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 13 700 S. MARIENFELD ST. · MIDLAND, TX 79701 | Contract Administrator | $2,468 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,365 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 28 · EIN 61-1732930 | Investment Management | $0 |
INVESCO1 year Service code 52 · EIN 84-1308320 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETSS MUTUAL LIFE INSURANCE Service code 72 | Other investment fees and expenses | $0 |
MICKEY LONG, ESQ.1 year Filed as: MICKEY LYNN RAY Service code 53 4801 N. MIDLAND DR. #F · MIDLAND, TX 79707 | Insurance Commissions | $0 |
RIDGEWORTH1 year Service code 52 · EIN 95-6981193 | Indirect Investment Fees | $0 |
TODD EUGENE HOLT1 year Service code 53 317 GRACE LN #250 · AUSTIN, TX 78746 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $123,152 | $64,324+91.5% | $118,925+3.6% | $79,858+54.2% |
| Participation rate | 57.8% | 64.9%-7.0pp | 75.4%-17.6pp | 69.6%-11.8pp |
| Annual return | 18.03% | 86.45%-68.4pp | 35.88%-17.9pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,422 | $1,836-22.6% | $3,263-56.4% | $2,471-42.5% |
| Participant deferral / active EE | $4,738 | $2,824+67.8% | $4,265+11.1% | $3,740+26.7% |
| Admin fee / account holder | $27 | $4,040-99.3% | $6,581-99.6% | $5,306-99.5% |