Filed May 6, 2010
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 |
|---|---|---|
MCGEE FINANCIAL SVCS INC1+ years Service code 26 · EIN 20-3173595 | Advisory (Participants) | $37,082 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $47,020 | $36,916+27.4% | $156,549-70.0% | $57,658-18.5% |
| Participation rate | 61.7% | 63.4%-1.8pp | 84.0%-22.3pp | 70.2%-8.6pp |
| Annual return | -0.32% | 12.38%-12.7pp | 32.23%-32.5pp | 5.13%-5.5pp |
| Employer contribution / active EE | $1,064 | $1,571-32.3% | $5,501-80.7% | $1,974-46.1% |
| Participant deferral / active EE | $1,776 | $1,926-7.8% | $4,871-63.5% | $3,061-42.0% |
| Admin fee / account holder | $105 | $82+27.6% | $13,027-99.2% | $95+11.4% |