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 |
|---|---|---|
Service code 27 · EIN 86-0588303 7333 E. DOUBLETREE RANCH RD STE 120 · SCOTTSDALE, AZ 852582051 | Advisory (Plan) | $22,942 |
MCCREADY & KEENE INC.3 years Filed as: MCCREADY & KEENE INC Service code 15 · EIN 35-0500670 | Recordkeeping | $20,786 |
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 | $32,913 | $37,196-11.5% | $154,107-78.6% | $55,725-40.9% |
| Participation rate | 59.5% | 64.1%-4.5pp | 83.0%-23.5pp | 70.9%-11.3pp |
| Annual return | 40.58% | 1319.68%-1279.1pp | 735.12%-694.5pp | 244.93%-204.3pp |
| Employer contribution / active EE | $157 | $1,614-90.3% | $5,298-97.0% | $2,078-92.5% |
| Participant deferral / active EE | $1,558 | $2,068-24.7% | $5,081-69.3% | $3,356-53.6% |
| Admin fee / account holder | $121 | $102+19.3% | $13,411-99.1% | $115+5.2% |