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 year Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Claims processing; Participant loan p... | $90,860 |
ATLASMARK FINANCIAL, INC4+ years Filed as: ATLASMARK Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $57,852 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Custodial (securities); Claims proces... | $23,141 |
CARR, RIGGS & INGRAM, LLC3 years Service code 10 2403 82ND STREET · LUBBOCK, TX 79423 | Accounting | $13,004 |
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 | $54,856 | $86,897-36.9% | $151,611-63.8% | $64,808-15.4% |
| Participation rate | 79.3% | 87.3%-8.0pp | 87.5%-8.2pp | 71.5%+7.8pp |
| Annual return | -14.07% | -3.57%-10.5pp | 3.33%-17.4pp | 32.82%-46.9pp |
| Employer contribution / active EE | $2,340 | $4,010-41.6% | $6,166-62.0% | $2,506-6.6% |
| Participant deferral / active EE | $5,722 | $6,690-14.5% | $8,363-31.6% | $4,310+32.8% |
| Admin fee / account holder | $505 | $153+230.0% | $11,616-95.7% | $188+168.7% |