Filed December 14, 2005
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.1+ years Filed as: MCCREADY AND KEENE, INC Service code 15 · EIN 35-0500670 | Recordkeeping | $51,131 |
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC Service code 15 · EIN 34-1213174 | Recordkeeping | $9,145 |
AXIA ADVISORY CORPORATION1+ years Filed as: AXIA ADVISORY INC Service code 26 · EIN 35-1859469 | Advisory (Participants) | $8,939 |
REED & COMPANY1+ years Service code 10 · EIN 35-1583146 | Accounting | $7,750 |
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 | $31,191 | $37,117-16.0% | $147,614-78.9% | $55,191-43.5% |
| Participation rate | 84.8% | 63.6%+21.2pp | 84.6%+0.1pp | 69.2%+15.6pp |
| Annual return | 0.12% | 3.44%-3.3pp | 61.98%-61.9pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,580 | $1,620+59.2% | $5,564-53.6% | $1,899+35.9% |
| Participant deferral / active EE | $1,061 | $1,985-46.6% | $4,895-78.3% | $3,046-65.2% |
| Admin fee / account holder | $236 | $86+175.4% | $11,611-98.0% | $91+159.6% |