Filed July 2, 2007 (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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $94,133 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $22,050 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,883 | $160,882+77.1% | $200,582+42.0% | $102,872+176.9% |
| Participation rate | 100.0% | 91.2%+8.8pp | 86.9%+13.1pp | 73.0%+27.0pp |
| Annual return | 18.93% | 18.15%+0.8pp | 42.33%-23.4pp | 19.06%-0.1pp |
| Employer contribution / active EE | $12,011 | $5,602+114.4% | $6,419+87.1% | $3,526+240.6% |
| Participant deferral / active EE | $9,672 | $9,300+4.0% | $9,331+3.6% | $5,535+74.7% |
| Admin fee / account holder | $82 | $125-34.2% | $16,305-99.5% | $292-71.9% |