Filed July 15, 2006
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 |
|---|---|---|
FIONA K COSMANN1 year Service code 22 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Insurance Broker | $45,672 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,279 | $62,928-48.7% | $172,739-81.3% | $67,579-52.2% |
| Participation rate | 72.5% | 64.5%+8.1pp | 82.6%-10.1pp | 71.3%+1.3pp |
| Annual return | 7.01% | 30.36%-23.4pp | 802.84%-795.8pp | 378.56%-371.5pp |
| Employer contribution / active EE | $2,206 | $1,636+34.8% | $5,143-57.1% | $2,148+2.7% |
| Participant deferral / active EE | $2,845 | $2,145+32.6% | $5,198-45.3% | $3,539-19.6% |
| Admin fee / account holder | $50 | $167-69.7% | $13,954-99.6% | $142-64.5% |