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 37 · EIN 04-2647786 | Loan Processing | $117,697 |
COMERICA BANK4+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $65,000 |
HAM, LANGSTON & BREZINA, LLP5+ years Service code 10 · EIN 76-0448495 | Accounting | $17,285 |
KEAN MILLER LLP4+ years Service code 29 · EIN 72-0376776 | Legal | $5,633 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,005 | $113,995+16.7% | $127,761+4.1% | $77,787+71.0% |
| Participation rate | 77.5% | 85.7%-8.2pp | 79.0%-1.5pp | 73.2%+4.3pp |
| Annual return | 13.89% | 26.09%-12.2pp | 26.14%-12.3pp | 32.57%-18.7pp |
| Employer contribution / active EE | $2,421 | $6,012-59.7% | $4,574-47.1% | $2,504-3.3% |
| Participant deferral / active EE | $5,045 | $7,267-30.6% | $6,021-16.2% | $3,967+27.2% |
| Admin fee / account holder | $142 | $108+31.3% | $9,395-98.5% | $100+41.4% |