Filed June 11, 2001
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $23,442 |
WEAVER AND TIDWELL, LLP2+ years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $11,000 |
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 | $60,904 | $69,305-12.1% | $82,313-26.0% | $69,631-12.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 15.41% | 21.47%-6.1pp | 25.88%-10.5pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $2,560 | $1,887+35.7% | $2,428+5.4% | $2,032+26.0% |
| Participant deferral / active EE | $4,385 | $3,568+22.9% | $3,706+18.3% | $3,224+36.0% |
| Admin fee / account holder | $24 | $97-75.3% | $5,608-99.6% | $110-78.3% |