Filed March 21, 2006 (most recent of 2 filings on file)
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 10-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 |
|---|---|---|
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $173,605 |
MERCER5 years Service code 16 PO BOX 13793 · DALLAS, TX 75373 | Consulting | $85,963 |
Filed as: MCCONNELL AND JONES Service code 10 4828 LOOP CENTRAL DRIVE · HOUSTON, TX 77081 | Accounting | $27,800 |
WHITLEY PENN LLP10+ years Filed as: WHITLEY PENN Service code 10 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Accounting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,019 | $122,259+53.8% | $147,005+27.9% | $199,768-5.9% |
| Participation rate | 95.6% | 78.3%+17.3pp | 82.2%+13.4pp | 72.0%+23.6pp |
| Annual return | 13.78% | 30.58%-16.8pp | 418.76%-405.0pp | 34.26%-20.5pp |
| Employer contribution / active EE | $6,869 | $4,097+67.7% | $4,934+39.2% | $3,037+126.2% |
| Participant deferral / active EE | $10,482 | $8,504+23.3% | $8,070+29.9% | $5,090+106.0% |
| Admin fee / account holder | $145 | $179-18.8% | $13,006-98.9% | $269-46.0% |