Filed September 26, 2016
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.2+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $37,276 |
LPL FINANCIAL2+ years Service code 27 165 KIRKS BLVD SUITE 100 · TROY, MI 48084 | Advisory (Plan) | $26,718 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Direct payment from the plan; Custodi... | $8,785 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,801 | $80,177-59.1% | $123,892-73.5% | $57,658-43.1% |
| Participation rate | 87.4% | 74.4%+12.9pp | 81.4%+5.9pp | 70.2%+17.1pp |
| Annual return | 6.85% | 17.90%-11.1pp | 47.52%-40.7pp | 5.13%+1.7pp |
| Employer contribution / active EE | $527 | $2,913-81.9% | $4,617-88.6% | $1,974-73.3% |
| Participant deferral / active EE | $2,902 | $5,130-43.4% | $5,984-51.5% | $3,061-5.2% |
| Admin fee / account holder | $167 | $106+57.0% | $8,357-98.0% | $95+76.6% |