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, & BURCH2 years Filed as: MCELROY, QUIRK & BURCH APC Service code 10 · EIN 72-1086674 | Accounting | $6,924 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $450 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,481 | $48,064-65.7% | $78,778-79.1% | $69,631-76.3% |
| Participation rate | 92.6% | 61.6%+31.0pp | 69.2%+23.4pp | 70.7%+21.9pp |
| Annual return | 14.90% | 21.81%-6.9pp | 35.62%-20.7pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $288 | $744-61.3% | $1,986-85.5% | $2,032-85.8% |
| Participant deferral / active EE | $1,136 | $2,079-45.3% | $2,958-61.6% | $3,224-64.8% |
| Admin fee / account holder | $11 | $152-92.6% | $5,134-99.8% | $110-89.8% |