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 INC3+ years Filed as: ASCENDE WEALTH ADVISORS INC Service code 16 2700 POST OAK BLVD · HOUSTON, TX 77056 | Consulting | $85,150 |
MORNINGSTAR3+ years Service code 26 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $34,060 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $29,020 |
WEAVER AND TIDWELL, LLP3+ years Filed as: WEAVER AND TIDWELL LLP Service code 10 2821 WEST 7TH STREET · FORT WORTH, TX 76107 | Accounting | $19,116 |
BAKER & BOTTS2 years Filed as: BAKER BOTTS LLP Service code 29 PO BOX 301251 · DALLAS, TX 75303 | Legal | $8,598 |
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 | $127,629 | $43,233+195.2% | $185,117-31.1% | $77,958+63.7% |
| Participation rate | 95.5% | 64.2%+31.3pp | 77.3%+18.3pp | 71.6%+23.9pp |
| Annual return | 20.29% | 20.43%-0.1pp | 40.50%-20.2pp | 20.87%-0.6pp |
| Employer contribution / active EE | $4,563 | $1,312+247.8% | $4,182+9.1% | $2,310+97.5% |
| Participant deferral / active EE | $8,494 | $2,912+191.6% | $5,045+68.4% | $3,537+140.2% |
| Admin fee / account holder | $50 | $95-47.8% | $8,159-99.4% | $97-49.0% |