Filed March 23, 2007 (most recent of 4 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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $147,130 |
COMERICA BANK1+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $61,983 |
HAM, LANGSTON & BREZINA, LLP2+ years Service code 10 · EIN 76-0448495 | Accounting | $14,797 |
KEAN MILLER LLP1+ years Service code 16 · EIN 72-0376776 | Consulting | $10,949 |
ROANNE SIMMONS1+ years Service code 56 CORE LABORATORIES LP · HOUSTON, TX 77040 | Non-monetary compensation | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,581 | $98,217+30.9% | $105,722+21.6% | $63,975+101.0% |
| Participation rate | 95.9% | 81.9%+14.0pp | 78.9%+17.0pp | 71.1%+24.8pp |
| Annual return | 7.43% | 20.18%-12.7pp | 12.25%-4.8pp | 48.65%-41.2pp |
| Employer contribution / active EE | $2,602 | $4,802-45.8% | $4,079-36.2% | $2,182+19.2% |
| Participant deferral / active EE | $5,115 | $6,019-15.0% | $5,326-4.0% | $3,356+52.4% |
| Admin fee / account holder | $64 | $70-7.5% | $8,308-99.2% | $70-8.4% |