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.3 years Service code 15 · EIN 35-0500670 | Recordkeeping | $22,475 |
Service code 27 7333 E DOUBLETREE RANCH RD STE 120 · SCOTTSDALE, AZ 852582051 | Advisory (Plan) | $19,196 |
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 | $46,199 | $52,953-12.8% | $172,739-73.3% | $65,185-29.1% |
| Participation rate | 79.9% | 66.2%+13.7pp | 82.6%-2.8pp | 70.2%+9.7pp |
| Annual return | 19.73% | 30.12%-10.4pp | 802.84%-783.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,003 | $2,190-54.2% | $5,143-80.5% | $2,177-53.9% |
| Participant deferral / active EE | $3,055 | $2,471+23.6% | $5,198-41.2% | $3,514-13.1% |
| Admin fee / account holder | $259 | $472-45.1% | $13,954-98.1% | $847-69.4% |