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 | $120,916 |
COMERICA BANK5+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621206 | Advisory (Plan) | $65,000 |
Filed as: HAM, LANGSTON, & BREZINA LLP Service code 10 · EIN 76-0448495 | Accounting | $15,060 |
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 | $147,409 | $94,621+55.8% | $138,135+6.7% | $73,409+100.8% |
| Participation rate | 85.4% | 83.4%+2.0pp | 78.7%+6.7pp | 72.2%+13.3pp |
| Annual return | 8.32% | 16.57%-8.2pp | 20.51%-12.2pp | 59.29%-51.0pp |
| Employer contribution / active EE | $1,361 | $4,410-69.1% | $5,587-75.6% | $2,234-39.1% |
| Participant deferral / active EE | $5,352 | $6,199-13.7% | $6,431-16.8% | $3,805+40.6% |
| Admin fee / account holder | $168 | $140+19.8% | $11,856-98.6% | $158+6.4% |