Filed July 30, 1992
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.7+ years Filed as: MCCREADY AND KEENE, INC. Service code 11 · EIN 35-0500670 7941 CASTLEWAY DRIVE · INDIANAPOLIS, IN 462500460 | Actuarial | $30,046 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK Service code 19 11270 WEST PARK PLACE · MILWAUKEE, WI 53224 | Securities Custodian | $23,166 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $11,962 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $514,344-100.0% | $54,060-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 3.3%-3.3pp | - |
| Annual return | -1.72% | 59.12%-60.8pp | 36.37%-38.1pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $37,223-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $524-100.0% | - |
| Admin fee / account holder | $0 | $0 | $568-100.0% | - |