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 | $42,756 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVR & TIDWELL LLP Service code 49 · EIN 75-0786316 | Other Services | $11,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,772 | $79,519-3.5% | $95,952-20.0% | $73,409+4.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 14.85% | 19.20%-4.3pp | 91.61%-76.8pp | 59.29%-44.4pp |
| Employer contribution / active EE | $2,875 | $2,048+40.4% | $2,541+13.1% | $2,234+28.7% |
| Participant deferral / active EE | $5,238 | $4,138+26.6% | $4,167+25.7% | $3,805+37.7% |
| Admin fee / account holder | $43 | $184-76.5% | $6,795-99.4% | $158-72.6% |