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, LLC2+ years Filed as: EMPLOYEE INCENTIVE PLANS INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Recordkeeping and information managem... | $77,607 |
ATLASMARK FINANCIAL, INC2+ years Filed as: ATLASMARK Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $37,512 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Claims processing; Custodial (securit... | $16,235 |
Service code 10 2403 82ND STREET · LUBBOCK, TX 79423 | Accounting | $13,503 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,181 | $111,608-57.7% | $177,821-73.5% | $73,409-35.7% |
| Participation rate | 85.6% | 87.9%-2.2pp | 87.7%-2.1pp | 72.2%+13.5pp |
| Annual return | 17.40% | 18.23%-0.8pp | 48.32%-30.9pp | 59.29%-41.9pp |
| Employer contribution / active EE | $2,505 | $3,796-34.0% | $5,918-57.7% | $2,234+12.1% |
| Participant deferral / active EE | $5,141 | $6,199-17.1% | $7,714-33.4% | $3,805+35.1% |
| Admin fee / account holder | $364 | $166+119.7% | $12,427-97.1% | $158+130.4% |