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 | $81,335 |
HAM, LANGSTON & BREZINA, LLP3 years Filed as: HAM, LANGSTON, & BREZINA LLP Service code 10 · EIN 76-0448495 | Accounting | $20,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $135,955 | $72,482+87.6% | $129,110+5.3% | $64,808+109.8% |
| Participation rate | 73.3% | 79.2%-5.9pp | 77.3%-3.9pp | 71.5%+1.9pp |
| Annual return | -13.79% | -9.08%-4.7pp | -10.94%-2.8pp | 32.82%-46.6pp |
| Employer contribution / active EE | $921 | $4,247-78.3% | $5,052-81.8% | $2,506-63.2% |
| Participant deferral / active EE | $5,061 | $5,679-10.9% | $6,542-22.6% | $4,310+17.4% |
| Admin fee / account holder | $101 | $144-30.3% | $14,302-99.3% | $188-46.4% |