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, LLC3+ years Filed as: EMPLOYEE INCENTIVE PLANS INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Participant loan processing; Particip... | $91,019 |
ATLASMARK FINANCIAL, INC3+ years Filed as: ATLASMARK Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $58,197 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Custodial (securities); Claims proces... | $23,579 |
CARR, RIGGS & INGRAM, LLC2 years Service code 10 2403 82ND STREET · LUBBOCK, TX 79423 | Accounting | $13,005 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,658 | $111,491-46.5% | $189,513-68.5% | $86,799-31.3% |
| Participation rate | 85.3% | 87.3%-2.0pp | 87.8%-2.5pp | 72.3%+13.0pp |
| Annual return | 17.22% | 83.50%-66.3pp | 555.15%-537.9pp | 97.91%-80.7pp |
| Employer contribution / active EE | $2,044 | $3,951-48.3% | $6,162-66.8% | $2,405-15.0% |
| Participant deferral / active EE | $5,793 | $6,437-10.0% | $8,221-29.5% | $4,131+40.2% |
| Admin fee / account holder | $483 | $189+155.8% | $12,045-96.0% | $170+184.7% |