Filed March 16, 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 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 |
|---|---|---|
AMEGY BANK OF TEXAS1+ years Service code 55 · EIN 76-0028668 | Other Commissions | $17,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,164 | $39,458-5.8% | $60,547-38.6% | $55,191-32.7% |
| Participation rate | 48.2% | 59.6%-11.4pp | 68.0%-19.8pp | 69.2%-21.0pp |
| Annual return | 5.37% | 3.35%+2.0pp | 335.64%-330.3pp | 10.78%-5.4pp |
| Employer contribution / active EE | $1,022 | $1,210-15.5% | $2,419-57.7% | $1,899-46.2% |
| Participant deferral / active EE | $1,832 | $2,140-14.4% | $3,328-45.0% | $3,046-39.9% |
| Admin fee / account holder | $34 | $95-64.3% | $4,536-99.3% | $91-62.6% |