Filed September 26, 2003
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 |
|---|---|---|
ASCENDE WEALTH ADVISERS INC1+ years Filed as: ASCENDE WEALTH ADVISORS INC Service code 26 2700 POST OAK BLVD · HOUSTON, TX 77056 | Advisory (Participants) | $65,000 |
MORNINGSTAR1+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $37,298 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $14,018 |
WEAVER AND TIDWELL, LLP1+ years Filed as: WEAVER AND TIDWELL LLP Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $13,400 |
C. HINES1+ years Filed as: HINES INTERESTS LIMITED PARTNERSHIP Service code 10 2800 POST OAK BLVD · HOUSTON, TX 77056 | Accounting | $5,292 |
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 | $125,503 | $36,978+239.4% | $155,790-19.4% | $59,188+112.0% |
| Participation rate | 95.3% | 62.7%+32.5pp | 76.1%+19.2pp | 69.4%+25.8pp |
| Annual return | 0.71% | 5.44%-4.7pp | 71.54%-70.8pp | 5.51%-4.8pp |
| Employer contribution / active EE | $4,487 | $1,222+267.3% | $3,836+17.0% | $2,098+113.9% |
| Participant deferral / active EE | $8,194 | $2,795+193.2% | $4,797+70.8% | $3,265+151.0% |
| Admin fee / account holder | $50 | $65-23.1% | $7,478-99.3% | $92-45.8% |