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 COSMANN2 years Service code 22 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Insurance Broker | $62,451 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,002 | $52,293-36.9% | $178,490-81.5% | $73,409-55.0% |
| Participation rate | 76.1% | 65.3%+10.7pp | 81.9%-5.9pp | 72.2%+3.9pp |
| Annual return | 8.16% | 34.75%-26.6pp | 151.07%-142.9pp | 59.29%-51.1pp |
| Employer contribution / active EE | $2,149 | $1,735+23.9% | $5,011-57.1% | $2,234-3.8% |
| Participant deferral / active EE | $2,821 | $2,332+21.0% | $5,202-45.8% | $3,805-25.9% |
| Admin fee / account holder | $50 | $127-60.9% | $13,984-99.6% | $158-68.5% |