Filed March 2, 2010 (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 |
|---|---|---|
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $23,100 |
Filed as: ONEDIGITAL TOPCO LLC FKA ACHILLES Service code 27 · EIN 82-1434504 | Advisory (Plan) | $21,250 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,977 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$121,232 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,794 | $89,588+60.5% | $136,007+5.7% | $77,643+85.2% |
| Participation rate | 88.6% | 74.3%+14.3pp | 76.5%+12.1pp | 70.6%+18.0pp |
| Annual return | 17.32% | 17.42%-0.1pp | 579.32%-562.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $4,578 | $3,491+31.1% | $4,217+8.6% | $2,726+68.0% |
| Participant deferral / active EE | $9,517 | $5,591+70.2% | $7,025+35.5% | $4,647+104.8% |
| Admin fee / account holder | -$52 | $539-109.6% | $6,858-100.8% | $430-112.1% |