Filed November 12, 2008
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 |
|---|---|---|
MAYFAIR ADVISORY GROUP1 year Filed as: MAYFAIR ADVISORY GROUP, LLC Service code 27 · EIN 84-2953346 3300 CAHABA ROAD STE 200 · BIRMINGHAM, AL 35223 | Advisory (Plan) | $12,895 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,776 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,124 | $63,861-48.1% | $104,607-68.3% | $79,858-58.5% |
| Participation rate | 87.5% | 64.9%+22.6pp | 74.1%+13.4pp | 69.6%+17.9pp |
| Annual return | 12.10% | 21.30%-9.2pp | 340.46%-328.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $99 | $1,588-93.8% | $2,681-96.3% | $2,471-96.0% |
| Participant deferral / active EE | $3,653 | $2,693+35.6% | $3,740-2.3% | $3,740-2.3% |
| Admin fee / account holder | $147 | $4,185-96.5% | $6,473-97.7% | $5,306-97.2% |