Filed November 9, 2005 (most recent of 4 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.
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.10+ years Filed as: MCCREADY AND KEENE, INC. Service code 27 · EIN 35-0500670 | Advisory (Plan) | $103,843 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $61,540 |
Filed as: PRINCIPAL FINANCIAL GROUP INC Service code 15 · EIN 42-1520346 | Recordkeeping | $59,406 |
PALISADE CAPITAL MANAGEMENT5 years Filed as: PALISADE CAPITAL MANAGEMENT LLC Service code 27 · EIN 22-3330049 | Advisory (Plan) | $46,033 |
Filed as: SAWGRASS ASSET MANAGMENT LLC Service code 27 · EIN 59-3488505 | Advisory (Plan) | $40,082 |
MONDRIAN INVESTMENT GROUP10+ years Service code 27 · EIN 56-2475915 | Advisory (Plan) | $17,893 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,125 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 5.11% | 8.17%-3.1pp | 9.14%-4.0pp | 7.65%-2.5pp |
| Employer contribution / active EE | $6,069 | $17,261-64.8% | $40,544-85.0% | $20,599-70.5% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |