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 |
|---|---|---|
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $22,050 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,562 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,863 | $122,693+98.8% | $184,203+32.4% | $199,593+22.2% |
| Participation rate | 100.0% | 86.8%+13.2pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 17.89% | 143.91%-126.0pp | 28.81%-10.9pp | 34.25%-16.4pp |
| Employer contribution / active EE | $11,603 | $4,584+153.1% | $6,427+80.5% | $3,034+282.4% |
| Participant deferral / active EE | $9,321 | $7,990+16.7% | $9,131+2.1% | $5,087+83.2% |
| Admin fee / account holder | $23 | $121-80.9% | $13,901-99.8% | $269-91.4% |