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 6-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+ years Filed as: EMPLOYEE INCENTIVE PLANS INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping and information managem... | $41,836 |
ATLASMARK FINANCIAL, INC1+ years Filed as: ATLASMARK Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $22,744 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Custodial (securities); Claims proces... | $9,097 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $35,904 | $88,515-59.4% | $162,163-77.9% | $67,579-46.9% |
| Participation rate | 83.4% | 86.8%-3.4pp | 87.6%-4.2pp | 71.3%+12.1pp |
| Annual return | 0.00% | 27.04%-27.0pp | 115.59%-115.6pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,614-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,580 | $5,724-54.9% | $7,298-64.6% | $3,539-27.1% |
| Admin fee / account holder | $191 | $124+54.4% | $10,843-98.2% | $142+34.2% |