Filed April 26, 2006
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 |
|---|---|---|
M.GRIFFITH INC. INVESTMENT SERVICE1 year Filed as: M.GRIFFITH INC. INVESTMENT SERVICES Service code 26 · EIN 15-0572901 | Advisory (Participants) | $180,651 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,822 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,705 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,630 | $80,005+214.5% | $140,016+79.7% | $55,725+351.6% |
| Participation rate | 96.2% | 87.0%+9.2pp | 87.5%+8.7pp | 70.9%+25.3pp |
| Annual return | -5.51% | 0.46%-6.0pp | 651.12%-656.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $10,284 | $3,403+202.2% | $5,606+83.5% | $2,078+394.9% |
| Participant deferral / active EE | $15,248 | $5,264+189.7% | $6,927+120.1% | $3,356+354.4% |
| Admin fee / account holder | $123 | $116+6.0% | $10,705-98.9% | $115+6.4% |