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 |
|---|---|---|
ATLASMARK FINANCIAL, INC5+ years Filed as: ATLASMARK Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $224,595 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Participant communication; Legal; Rec... | $94,163 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Custodial (securities); Claims proces... | $24,598 |
CARR, RIGGS & INGRAM, LLC4 years Service code 10 2403 82ND STREET · LUBBOCK, TX 79423 | Accounting | $17,004 |
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 | $68,969 | $100,227-31.2% | $169,993-59.4% | $74,419-7.3% |
| Participation rate | 75.2% | 87.3%-12.1pp | 87.0%-11.8pp | 70.7%+4.4pp |
| Annual return | 18.06% | 66.08%-48.0pp | 53.37%-35.3pp | 34.38%-16.3pp |
| Employer contribution / active EE | $2,970 | $4,263-30.3% | $6,785-56.2% | $2,637+12.6% |
| Participant deferral / active EE | $5,560 | $7,143-22.2% | $10,408-46.6% | $4,528+22.8% |
| Admin fee / account holder | $584 | $234+149.1% | $12,815-95.4% | $348+67.9% |