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, & BURCH1 year Filed as: MCELROY, QUIRK & BURCH APC Service code 10 · EIN 72-1086674 | Accounting | $16,139 |
Filed as: FIDELITY INVESTMENTS INSTITUTION Service code 60 · EIN 04-2647786 | Sub-TA Fees | $225 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,062 | $37,044-53.9% | $71,796-76.2% | $57,658-70.4% |
| Participation rate | 84.6% | 61.1%+23.5pp | 69.1%+15.5pp | 70.2%+14.3pp |
| Annual return | 6.73% | 12.64%-5.9pp | 78.04%-71.3pp | 5.13%+1.6pp |
| Employer contribution / active EE | $254 | $720-64.7% | $1,924-86.8% | $1,974-87.1% |
| Participant deferral / active EE | $1,039 | $1,974-47.4% | $2,794-62.8% | $3,061-66.1% |
| Admin fee / account holder | $26 | $101-73.8% | $4,815-99.5% | $95-72.0% |