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.3+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $44,062 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 60 17TH STREET SUITE 1300 · DENVER, CO 80202 | Sub-TA Fees | $12,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,991 | $46,173-11.2% | $170,442-76.0% | $69,631-41.1% |
| Participation rate | 30.8% | 63.9%-33.1pp | 83.6%-52.8pp | 70.7%-39.9pp |
| Annual return | 14.78% | 21.62%-6.8pp | 205.93%-191.2pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $850 | $2,080-59.2% | $4,939-82.8% | $3,224-73.6% |
| Admin fee / account holder | $149 | $116+28.1% | $13,880-98.9% | $110+34.5% |