Filed March 1, 1999
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 |
|---|---|---|
MCCREADY & KEENE INC.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $12,725 |
WISS & COMPANY, LLP1+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $11,299 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Trustee (directed); Other services; D... | $3,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $31,180 | $37,117-16.0% | $147,614-78.9% | $55,191-43.5% |
| Participation rate | 46.8% | 63.6%-16.8pp | 84.6%-37.8pp | 69.2%-22.4pp |
| Annual return | 1.16% | 3.44%-2.3pp | 61.98%-60.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,173 | $1,985-40.9% | $4,895-76.0% | $3,046-61.5% |
| Admin fee / account holder | $76 | $86-10.9% | $11,611-99.3% | $91-16.0% |