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 |
|---|---|---|
Filed as: PRUDENTIAL RET AND INS ANN CO Service code 15 · EIN 06-1050034 | Recordkeeping | $154,661 |
COMERICA BANK3+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $48,750 |
HAM, LANGSTON & BREZINA, LLP4+ years Service code 10 · EIN 76-0448495 | Accounting | $15,435 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,401 |
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 | $113,833 | $96,900+17.5% | $111,392+2.2% | $75,289+51.2% |
| Participation rate | 81.0% | 85.9%-4.9pp | 78.9%+2.1pp | 72.4%+8.6pp |
| Annual return | -10.77% | 1.66%-12.4pp | -2.06%-8.7pp | -0.04%-10.7pp |
| Employer contribution / active EE | $2,270 | $5,520-58.9% | $4,328-47.5% | $2,405-5.6% |
| Participant deferral / active EE | $4,978 | $6,494-23.3% | $5,567-10.6% | $3,739+33.1% |
| Admin fee / account holder | $190 | $105+80.5% | $12,266-98.5% | $102+85.4% |