Filed October 18, 2004
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 |
|---|---|---|
MCELROY, QUIRK, & BURCH9 years Filed as: MCELROY, QUIRK & BURCH APC Service code 10 · EIN 72-1086674 | Accounting | $32,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,477 | $54,193-38.2% | $93,654-64.3% | $77,671-56.9% |
| Participation rate | 59.9% | 63.9%-4.0pp | 68.7%-8.8pp | 70.6%-10.7pp |
| Annual return | 13.44% | 30.54%-17.1pp | 133.34%-119.9pp | 31.21%-17.8pp |
| Employer contribution / active EE | $517 | $1,168-55.7% | $2,421-78.6% | $2,726-81.0% |
| Participant deferral / active EE | $1,326 | $3,144-57.8% | $4,413-69.9% | $4,648-71.5% |
| Admin fee / account holder | $76 | $576-86.7% | $8,282-99.1% | $430-82.2% |