Filed February 10, 2009
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 |
|---|---|---|
SECURITIES AMERICA INC2+ years Service code 53 · EIN 11-2551174 | Insurance Commissions | $9,490 |
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE INC Service code 15 · EIN 35-0500670 | Recordkeeping | $5,613 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,527 | $36,916-30.9% | $156,549-83.7% | $57,658-55.7% |
| Participation rate | 42.3% | 63.4%-21.1pp | 84.0%-41.7pp | 70.2%-27.9pp |
| Annual return | 10.79% | 12.38%-1.6pp | 32.23%-21.4pp | 5.13%+5.7pp |
| Employer contribution / active EE | $66 | $1,571-95.8% | $5,501-98.8% | $1,974-96.7% |
| Participant deferral / active EE | $1,219 | $1,926-36.7% | $4,871-75.0% | $3,061-60.2% |
| Admin fee / account holder | $21 | $82-74.5% | $13,027-99.8% | $95-77.8% |