Filed May 27, 1993 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $15,342 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,963 | $39,245-67.0% | $64,105-79.8% | $52,331-75.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | -1.04% | 14.79%-15.8pp | 791.24%-792.3pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,538 | $736+108.9% | $1,820-15.5% | $1,882-18.3% |
| Participant deferral / active EE | $920 | $1,992-53.8% | $2,822-67.4% | $3,022-69.5% |
| Admin fee / account holder | $94 | $592-84.1% | $4,499-97.9% | $592-84.1% |