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 Service code 15 · EIN 35-0500670 | Recordkeeping | $22,270 |
Service code 27 7333 E DOUBLETREE RANCH RD STE 120 · SCOTTSDALE, AZ 852582051 | Advisory (Plan) | $20,472 |
Annual investment return 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 | $40,567 | $47,977-15.4% | $154,107-73.7% | $56,287-27.9% |
| Participation rate | 85.7% | 66.2%+19.5pp | 83.0%+2.7pp | 69.9%+15.9pp |
| Annual return | -8.06% | 3.54%-11.6pp | 735.12%-743.2pp | -9.96%+1.9pp |
| Employer contribution / active EE | $1,801 | $2,169-17.0% | $5,298-66.0% | $2,111-14.7% |
| Participant deferral / active EE | $3,276 | $2,392+37.0% | $5,081-35.5% | $3,350-2.2% |
| Admin fee / account holder | $262 | $438-40.2% | $13,411-98.0% | $521-49.7% |