Filed October 30, 2013 (most recent of 2 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 | $1,519 |
Service code 61 · EIN 35-2552359 1250 S CAPITAL OF TEXAS HWY BLDG · WEST LAKE HILLS, TX 78746 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,731 | $42,582+7.4% | $171,082-73.3% | $57,658-20.7% |
| Participation rate | 66.3% | 63.9%+2.4pp | 76.7%-10.4pp | 70.2%-3.9pp |
| Annual return | 6.78% | 308.67%-301.9pp | 32.56%-25.8pp | 5.13%+1.6pp |
| Employer contribution / active EE | $896 | $1,306-31.4% | $4,002-77.6% | $1,974-54.6% |
| Participant deferral / active EE | $2,597 | $2,933-11.5% | $4,797-45.9% | $3,061-15.1% |
| Admin fee / account holder | $6 | $82-92.7% | $8,520-99.9% | $95-93.7% |