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.4+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $29,469 |
NEWPORT GROUP, INC.3 years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 60 17TH STREET SUITE 1300 · DENVER, CO 80202 | Sub-TA Fees | $8,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,754 | $37,196-3.9% | $154,107-76.8% | $55,725-35.8% |
| Participation rate | 46.1% | 64.1%-17.9pp | 83.0%-36.9pp | 70.9%-24.7pp |
| Annual return | -6.61% | 1319.68%-1326.3pp | 735.12%-741.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,040 | $2,068-49.7% | $5,081-79.5% | $3,356-69.0% |
| Admin fee / account holder | $88 | $102-13.5% | $13,411-99.3% | $115-23.7% |