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 | $56,264 |
WEAVER AND TIDWELL, LLP7+ years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $25,235 |
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 | $59,545 | $130,141-54.2% | $86,677-31.3% | $77,904-23.6% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -12.83% | -12.75%-0.1pp | 35.91%-48.7pp | 12.21%-25.0pp |
| Employer contribution / active EE | $2,743 | $3,220-14.8% | $2,836-3.3% | $2,848-3.7% |
| Participant deferral / active EE | $5,334 | $5,757-7.4% | $4,656+14.6% | $4,806+11.0% |
| Admin fee / account holder | $45 | $132-66.0% | $7,493-99.4% | $133-66.2% |