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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $234,898 |
MPC CAPITAL ADVISORS LLC3+ years Filed as: MPC CAPTIAL ADVISORS, LLC Service code 27 · EIN 27-2136582 | Advisory (Plan) | $62,905 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON ROSE FULBRIGHT L.L.P. Service code 29 · EIN 74-1201087 | Legal | $27,386 |
DOEREN MAYHEW2 years Service code 10 · EIN 36-4745545 | Accounting | $24,515 |
SASM & F LLP2 years Service code 29 · EIN 13-1777230 | Legal | $8,966 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $81,335 | $77,180+5.4% | $117,854-31.0% | $177,276-54.1% |
| Participation rate | 87.0% | 85.8%+1.3pp | 79.7%+7.4pp | 74.8%+12.2pp |
| Annual return | 14.16% | 20.91%-6.7pp | 335.08%-320.9pp | 21.25%-7.1pp |
| Employer contribution / active EE | $2,472 | $1,992+24.1% | $3,786-34.7% | $2,479-0.3% |
| Participant deferral / active EE | $4,611 | $3,956+16.5% | $4,482+2.9% | $3,881+18.8% |
| Admin fee / account holder | $63 | $54+15.4% | $8,020-99.2% | $154-59.3% |