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 INC2+ years Service code 26 · EIN 20-3173595 | Advisory (Participants) | $37,823 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,801 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,606 | $46,173+7.4% | $170,442-70.9% | $69,631-28.8% |
| Participation rate | 59.6% | 63.9%-4.3pp | 83.6%-24.0pp | 70.7%-11.1pp |
| Annual return | 12.28% | 21.62%-9.3pp | 205.93%-193.6pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $939 | $1,610-41.7% | $5,433-82.7% | $2,032-53.8% |
| Participant deferral / active EE | $1,774 | $2,080-14.7% | $4,939-64.1% | $3,224-45.0% |
| Admin fee / account holder | $117 | $116+0.6% | $13,880-99.2% | $110+5.6% |