Filed February 3, 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 |
|---|---|---|
CMFG LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 39-0230590 | Contract Administrator | $1,741,408 |
BENEFIT & INVESTMENT CONCEPTS2+ years Service code 28 · EIN 59-2942308 | Investment Management | $103,882 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER Service code 27 500 WEST MADISON STREET · CHICAGO, IL 60661 | Advisory (Plan) | $80,000 |
WARNER NORCROSS & JUDD LLP2+ years Filed as: WARNER, NORCROSS & JUDD LLP Service code 29 · EIN 38-1422647 2000 TOWN CENTER SUITE 2700 · SOUTHFIELD, MI 480751318 | Legal | $71,696 |
MORETON & COMPANY2+ years Service code 23 P.O. BOX 58139 · SALT LAKE CITY, UT 841580139 | Insurance services | $47,600 |
DOEREN MAYHEW2+ years Service code 10 305 W BIG BEAVER ROAD · TROY, MI 48084 | Accounting | $38,954 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX Service code 28 · EIN 20-1591048 | Investment Management | $5,000 |
Participant 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).
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 | $47,524 | $82,683-42.5% | $133,980-64.5% | $65,292-27.2% |
| Participation rate | 82.6% | 87.3%-4.7pp | 87.1%-4.5pp | 72.4%+10.2pp |
| Annual return | 11.48% | 9.63%+1.9pp | 29.30%-17.8pp | 11.84%-0.4pp |
| Employer contribution / active EE | $3,293 | $3,583-8.1% | $5,211-36.8% | $2,302+43.1% |
| Participant deferral / active EE | $2,501 | $5,190-51.8% | $6,282-60.2% | $3,579-30.1% |
| Admin fee / account holder | $192 | $66+192.7% | $9,324-97.9% | $57+235.3% |