Filed July 16, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN Service code 99 9350 WAXIE WAY, SUITE 550 · SAN DIEGO, CA 92123 | Other Fees | $8,500 |
Filed as: PILLSBURY WINTHROP SHAW PITTMAN Service code 29 501 W. BROADWAY · SAN DIEGO, CA 92101 | Legal | $5,445 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$26,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,169 | $86,791+3.9% | $115,037-21.6% | $59,188+52.3% |
| Participation rate | 53.4% | 72.8%-19.5pp | 81.4%-28.0pp | 69.4%-16.0pp |
| Annual return | 0.41% | 4.44%-4.0pp | 26.14%-25.7pp | 5.51%-5.1pp |
| Employer contribution / active EE | $437 | $2,950-85.2% | $4,608-90.5% | $2,098-79.2% |
| Participant deferral / active EE | $3,919 | $5,298-26.0% | $6,026-35.0% | $3,265+20.0% |
| Admin fee / account holder | $8 | $95-91.5% | $8,175-99.9% | $92-91.3% |