Filed January 20, 1999
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 |
|---|---|---|
SEI INVESTMENTS4+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $159,493 |
MCCREADY & KEENE INC.4+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 P.O. BOX 6094 · INDIANAPOLIS, IN 46206 | Actuarial | $26,428 |
BLUE CHIP RETIREMENT PLANS, INC.4+ years Filed as: BLUE & CO., LLC. Service code 10 · EIN 35-1178661 | Accounting | $9,800 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $159,368-100.0% | $179,713-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.1%-1.1pp | 31.2%-31.2pp | 13.0%-13.0pp |
| Annual return | 9.77% | 11.91%-2.1pp | 8.22%+1.6pp | 13.59%-3.8pp |
| Employer contribution / active EE | $2,517 | $12,237-79.4% | $46,636-94.6% | $14,592-82.8% |
| Participant deferral / active EE | $0 | $64-100.0% | $1,719-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $1,392-100.0% | $29,657-100.0% |