Filed March 11, 1998
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.4+ years Service code 15 · EIN 35-0500670 | Recordkeeping | $57,360 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $35,472 |
Service code 27 6201 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $31,432 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Float revenue; Trustee (directed); Ot... | $16,563 |
Filed as: MILLER WELLE HEISER & CO. LTD. Service code 10 · EIN 04-1334380 | Accounting | $6,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $80,995 | $35,485+128.3% | $74,550+8.6% | $55,725+45.3% |
| Participation rate | 72.2% | 62.5%+9.7pp | 69.1%+3.0pp | 70.9%+1.3pp |
| Annual return | -6.06% | 0.72%-6.8pp | 32.53%-38.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $1,602 | $777+106.1% | $1,961-18.3% | $2,078-22.9% |
| Participant deferral / active EE | $3,051 | $2,181+39.9% | $3,108-1.8% | $3,356-9.1% |
| Admin fee / account holder | $305 | $114+167.0% | $5,060-94.0% | $115+165.0% |