Filed June 7, 2005 (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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $54,056 |
RSM US LLP1 year Filed as: MCGLADERY & PULLEN, LLP Service code 10 · EIN 42-0714325 | Accounting | $28,500 |
WOLVERINE TUBE1 year Service code 49 · EIN 63-0970812 | Other Services | $19,425 |
M HOLDINGS SECURITIES INC4+ years Filed as: M HOLDINGS SECURITIES, INC. Service code 33 · EIN 91-1802259 | Securities brokerage commissions and ... | $9,522 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $41,883 | $59,186-29.2% | $76,768-45.4% | $56,287-25.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -2.20% | 6.62%-8.8pp | 2.43%-4.6pp | -9.96%+7.8pp |
| Employer contribution / active EE | $1,154 | $1,759-34.4% | $2,485-53.6% | $2,111-45.3% |
| Participant deferral / active EE | $1,935 | $3,255-40.5% | $3,852-49.8% | $3,350-42.2% |
| Admin fee / account holder | $372 | $489-24.0% | $6,675-94.4% | $521-28.7% |