See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP1 year Service code 10 2821 W. 7TH STREET · FT. WORTH, TX 76107 | Accounting | $26,000 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,055 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,906 | $43,133-60.8% | $89,391-81.1% | $73,488-77.0% |
| Participation rate | 59.7% | 55.0%+4.7pp | 68.0%-8.3pp | 70.7%-11.0pp |
| Annual return | 14.83% | 135.66%-120.8pp | 245.62%-230.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,426 | $2,445-41.7% | $3,890-63.3% | $3,740-61.9% |
| Admin fee / account holder | $204 | $444-54.1% | $4,881-95.8% | $513-60.3% |