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 COSMANN3 years Service code 22 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Insurance Broker | $37,786 |
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 | $43,314 | $56,485-23.3% | $185,823-76.7% | $86,799-50.1% |
| Participation rate | 75.4% | 65.5%+10.0pp | 81.7%-6.3pp | 72.3%+3.2pp |
| Annual return | 25.14% | 118.04%-92.9pp | 122.05%-96.9pp | 97.91%-72.8pp |
| Employer contribution / active EE | $2,508 | $1,843+36.1% | $5,167-51.5% | $2,405+4.3% |
| Participant deferral / active EE | $3,234 | $2,553+26.7% | $5,568-41.9% | $4,131-21.7% |
| Admin fee / account holder | $61 | $150-59.0% | $16,237-99.6% | $170-63.8% |