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 INVESTMENTS5+ years Service code 19 · EIN 04-2452803 | Securities Custodian | $169,778 |
BLUE CHIP RETIREMENT PLANS, INC.5+ years Filed as: BLUE & CO., LLC. Service code 10 · EIN 35-1178661 | Accounting | $10,000 |
MCCREADY & KEENE INC.5+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 P.O. BOX 6094 · INDIANAPOLIS, IN 46206 | Actuarial | $7,750 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | 11.97% | 8.09%+3.9pp | 1087.39%-1075.4pp | 9.29%+2.7pp |
| Employer contribution / active EE | $0 | $22,299-100.0% | $42,245-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $820-100.0% | $120-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |