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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $15,593 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,644 |
AMEGY BANK OF TEXAS2+ years Service code 55 · EIN 76-0028668 | Other Commissions | $5,246 |
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 | $40,992 | $39,819+2.9% | $67,834-39.6% | $57,658-28.9% |
| Participation rate | 45.4% | 61.2%-15.9pp | 68.8%-23.4pp | 70.2%-24.9pp |
| Annual return | 5.80% | 9.19%-3.4pp | 138.47%-132.7pp | 5.13%+0.7pp |
| Employer contribution / active EE | $827 | $1,277-35.3% | $2,403-65.6% | $1,974-58.1% |
| Participant deferral / active EE | $1,539 | $2,209-30.4% | $3,160-51.3% | $3,061-49.7% |
| Admin fee / account holder | $29 | $84-65.6% | $4,622-99.4% | $95-69.6% |