Filed August 1, 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 8-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 year Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 | Actuarial | $118,875 |
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $111,015 |
Filed as: INSIGHT INVESTMENT Service code 27 · EIN 82-0983489 | Advisory (Plan) | $83,702 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $65,272 |
ERNST & YOUNG LLP1 year Filed as: ERNST& YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $27,500 |
FUND DIRECT ADVISORS6 years Filed as: FUND EVALUATION GROUP LLC Service code 27 · EIN 01-0694771 | Advisory (Plan) | $25,000 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 1.15% | 9.21%-8.1pp | 8.34%-7.2pp | 8.76%-7.6pp |
| Employer contribution / active EE | $3,811 | $15,607-75.6% | $30,799-87.6% | $16,627-77.1% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |