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 | $795,678 |
MPC CAPITAL ADVISORS LLC6+ years Filed as: MPC CAPTIAL ADVISORS, LLC Service code 27 · EIN 27-2136582 | Advisory (Plan) | $98,398 |
DOEREN MAYHEW5 years Service code 10 · EIN 36-4745545 | Accounting | $24,415 |
SASM & F LLP5 years Service code 29 · EIN 13-1777230 | Legal | $10,157 |
NORTON ROSE FULBRIGHT1 year Service code 29 · EIN 74-1201087 | Legal | $8,732 |
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 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 | $86,906 | $84,517+2.8% | $133,956-35.1% | $93,223-6.8% |
| Participation rate | 89.2% | 81.9%+7.4pp | 79.8%+9.4pp | 74.9%+14.3pp |
| Annual return | 12.68% | 16.66%-4.0pp | 45.09%-32.4pp | 19.29%-6.6pp |
| Employer contribution / active EE | $3,612 | $2,296+57.4% | $3,919-7.8% | $2,680+34.8% |
| Participant deferral / active EE | $5,462 | $4,286+27.4% | $5,048+8.2% | $4,563+19.7% |
| Admin fee / account holder | $123 | $66+85.8% | $8,927-98.6% | $79+55.1% |