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, INC6+ years Filed as: ATLASMARK Service code 16 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Consulting | $180,044 |
EMPLOYEE FIDUCIARY, LLC3 years Filed as: EMPLOYEE INCENTIVE PLANS, INC. Service code 12 12466 LOS INDIOS TRAIL · AUSTIN, TX 78729 | Claims processing; Recordkeeping and ... | $52,858 |
Filed as: FIDELITY BROKERAGE SERVICES LLC Service code 12 200 SEAPORT BLVD. · BOSTON, MA 02210 | Claims processing; Other services; Cu... | $37,603 |
CARR, RIGGS & INGRAM, LLC5 years Service code 10 2403 82ND STREET · LUBBOCK, TX 79423 | Accounting | $18,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,111 | $129,021-37.1% | $184,203-56.0% | $77,643+4.5% |
| Participation rate | 75.7% | 87.3%-11.6pp | 86.8%-11.1pp | 70.6%+5.1pp |
| Annual return | 12.81% | 33.27%-20.5pp | 28.81%-16.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $2,988 | $4,413-32.3% | $6,427-53.5% | $2,726+9.6% |
| Participant deferral / active EE | $5,467 | $7,297-25.1% | $9,131-40.1% | $4,647+17.6% |
| Admin fee / account holder | $504 | $254+98.7% | $13,901-96.4% | $430+17.2% |