Filed September 26, 2003
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 |
|---|---|---|
ASCENDE WEALTH ADVISERS INC2+ years Filed as: ASCENDE WEALTH ADVISORS INC Service code 27 2700 POST OAK BLVD · HOUSTON, TX 77056 | Advisory (Plan) | $32,500 |
MORNINGSTAR2+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $32,402 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $25,681 |
BAKER & BOTTS1 year Filed as: BAKER BOTTS LLP Service code 29 PO BOX 301251 · DALLAS, TX 75303 | Legal | $23,655 |
C. HINES1 year Filed as: HINES INTERESTS Service code 14 2800 POST OAK BLVD STE 4800 · HOUSTON, TX 77056 | Plan Administrator | $5,466 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,674 | $36,700+231.5% | $171,082-28.9% | $63,975+90.2% |
| Participation rate | 94.9% | 61.5%+33.4pp | 76.7%+18.2pp | 71.1%+23.8pp |
| Annual return | 8.01% | 12.80%-4.8pp | 32.56%-24.5pp | 48.65%-40.6pp |
| Employer contribution / active EE | $4,600 | $1,210+280.0% | $4,002+14.9% | $2,182+110.8% |
| Participant deferral / active EE | $8,510 | $2,696+215.7% | $4,797+77.4% | $3,356+153.5% |
| Admin fee / account holder | $38 | $68-43.0% | $8,520-99.5% | $70-45.4% |