Filed March 23, 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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $757,156 |
MPC CAPITAL ADVISORS LLC10+ years Filed as: MPC CAPTIAL ADVISORS, LLC Service code 27 · EIN 27-2136582 | Advisory (Plan) | $148,081 |
FULBRIGHT & JAWORSKI10+ years Service code 29 · EIN 74-1201087 | Legal | $31,396 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 38-2492570 | Accounting | $24,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,680 | $93,462+3.4% | $164,813-41.3% | $99,062-2.4% |
| Participation rate | 81.7% | 79.9%+1.8pp | 78.6%+3.1pp | 71.6%+10.1pp |
| Annual return | 13.57% | 15.71%-2.1pp | 69.93%-56.4pp | 17.66%-4.1pp |
| Employer contribution / active EE | $3,766 | $3,099+21.5% | $4,341-13.2% | $3,262+15.5% |
| Participant deferral / active EE | $6,573 | $5,366+22.5% | $6,031+9.0% | $5,331+23.3% |
| Admin fee / account holder | $99 | $81+21.2% | $12,690-99.2% | $109-9.5% |