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 |
|---|---|---|
MPC CAPITAL ADVISORS LLC1+ years Filed as: MPC CAPTIAL ADVISORS, LLC Service code 27 · EIN 27-2136582 | Advisory (Plan) | $41,709 |
FULBRIGHT & JAWORSKI1+ years Service code 29 · EIN 74-1201087 | Legal | $28,179 |
DOERENMAYHEW1+ years Service code 10 · EIN 36-4745545 | Accounting | $24,478 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,327 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,177 | $69,298-3.1% | $94,224-28.7% | $67,505-0.5% |
| Participation rate | 82.1% | 78.7%+3.4pp | 78.8%+3.3pp | 71.2%+10.9pp |
| Annual return | -1.35% | 4.36%-5.7pp | 10.68%-12.0pp | 6.52%-7.9pp |
| Employer contribution / active EE | $1,545 | $1,785-13.4% | $3,587-56.9% | $2,173-28.9% |
| Participant deferral / active EE | $3,567 | $3,471+2.8% | $4,320-17.4% | $3,597-0.8% |
| Admin fee / account holder | $30 | $59-48.4% | $6,269-99.5% | $56-45.9% |