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 |
|---|---|---|
MCCREADY & KEENE INC.2 years Filed as: MCCREADY & KEENE INC Service code 15 · EIN 35-0500670 | Recordkeeping | $18,630 |
Service code 27 · EIN 86-0588303 7333 E. DOUBLETREE RANCH RD STE 120 · SCOTTSDALE, AZ 852582051 | Advisory (Plan) | $14,700 |
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 | $29,562 | $46,173-36.0% | $170,442-82.7% | $69,631-57.5% |
| Participation rate | 38.9% | 63.9%-25.0pp | 83.6%-44.7pp | 70.7%-31.8pp |
| Annual return | 18.47% | 21.62%-3.1pp | 205.93%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $101 | $1,610-93.8% | $5,433-98.1% | $2,032-95.1% |
| Participant deferral / active EE | $1,084 | $2,080-47.9% | $4,939-78.0% | $3,224-66.4% |
| Admin fee / account holder | $134 | $116+15.5% | $13,880-99.0% | $110+21.3% |