Filed June 14, 2008 (most recent of 6 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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,167,634 |
MCLAREN HEALTH CARE CORPORATION2+ years Service code 10 · EIN 38-2397643 | Accounting | $109,113 |
TIAA1+ years Service code 10 · EIN 13-1624203 | Accounting | $26 |
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 | $45,674 | $49,270-7.3% | $156,549-70.8% | $329,111-86.1% |
| Participation rate | 82.9% | 68.1%+14.8pp | 84.0%-1.1pp | 67.9%+15.0pp |
| Annual return | 7.29% | 23.25%-16.0pp | 32.23%-24.9pp | 16.35%-9.1pp |
| Employer contribution / active EE | $2,071 | $1,534+35.0% | $5,501-62.3% | $2,303-10.1% |
| Participant deferral / active EE | $3,001 | $2,920+2.8% | $4,871-38.4% | $3,682-18.5% |
| Admin fee / account holder | $65 | $51+27.8% | $13,027-99.5% | $754-91.4% |