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 | $155,923 |
COMERICA BANK2+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $65,000 |
KEAN MILLER LLP2+ years Service code 16 · EIN 72-0376776 | Consulting | $27,253 |
HAM, LANGSTON & BREZINA, LLP3+ years Service code 10 · EIN 76-0448495 | Accounting | $15,430 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,073 | $102,255+35.0% | $118,746+16.3% | $77,958+77.1% |
| Participation rate | 90.8% | 84.8%+6.0pp | 78.3%+12.5pp | 71.6%+19.1pp |
| Annual return | 9.78% | 65.05%-55.3pp | 24.54%-14.8pp | 20.87%-11.1pp |
| Employer contribution / active EE | $2,537 | $4,931-48.5% | $4,193-39.5% | $2,310+9.8% |
| Participant deferral / active EE | $5,360 | $5,974-10.3% | $5,332+0.5% | $3,537+51.6% |
| Admin fee / account holder | $95 | $79+19.8% | $10,720-99.1% | $97-2.9% |