Filed December 29, 1998
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 9-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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Claims processing; Legal; Participant... | $24,573 |
CARR, RIGGS & INGRAM, LLC3 years Service code 10 2403 82ND STREET · LUBBOCK, TX 79423 | Accounting | $24,004 |
HUND, KRIER, WILKERSON & WRIGHT, PC6+ years Service code 70 4021 84TH STREET · LUBBOCK, TX 79723 | Consulting Fees | $21,831 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,946 | $111,608-43.6% | $177,821-64.6% | $73,409-14.3% |
| Participation rate | 98.2% | 87.9%+10.4pp | 87.7%+10.5pp | 72.2%+26.0pp |
| Annual return | -7.92% | 18.23%-26.1pp | 48.32%-56.2pp | 59.29%-67.2pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $74 | $166-55.3% | $12,427-99.4% | $158-53.1% |