Filed November 8, 2002 (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 27 1250 CAPITAL OF TEXAS HWY S · AUSTIN, TX 78746 | Advisory (Plan) | $166,050 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $55,123 | $50,626+8.9% | $84,750-35.0% | $65,292-15.6% |
| Participation rate | 95.2% | 89.2%+6.0pp | 76.6%+18.6pp | 72.4%+22.7pp |
| Annual return | 8.51% | 5.34%+3.2pp | 22.78%-14.3pp | 11.84%-3.3pp |
| Employer contribution / active EE | $2,292 | $3,033-24.4% | $3,574-35.9% | $2,302-0.4% |
| Participant deferral / active EE | $5,936 | $3,109+90.9% | $3,712+59.9% | $3,579+65.9% |
| Admin fee / account holder | $24 | $97-74.7% | $5,332-99.5% | $57-57.4% |