Filed July 15, 2006
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 |
|---|---|---|
MICHAEL F. YATES & COMPANY, INC.3+ years Filed as: MICHAEL S GOERGEN Service code 26 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019 | Advisory (Participants) | $27,578 |
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 | $31,315 | $37,196-15.8% | $154,107-79.7% | $55,725-43.8% |
| Participation rate | 71.4% | 64.1%+7.3pp | 83.0%-11.6pp | 70.9%+0.5pp |
| Annual return | 7.67% | 1319.68%-1312.0pp | 735.12%-727.4pp | 244.93%-237.3pp |
| Employer contribution / active EE | $1,998 | $1,614+23.8% | $5,298-62.3% | $2,078-3.8% |
| Participant deferral / active EE | $2,565 | $2,068+24.0% | $5,081-49.5% | $3,356-23.6% |
| Admin fee / account holder | $50 | $102-51.0% | $13,411-99.6% | $115-56.8% |