Filed January 7, 2008
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.1+ years Filed as: MCCREADY AND KEENE INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $49,823 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Sub-transfer agency fees; Custodial (... | $17,738 |
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 | $38,904 | $37,117+4.8% | $147,614-73.6% | $55,191-29.5% |
| Participation rate | 78.0% | 63.6%+14.4pp | 84.6%-6.6pp | 69.2%+8.8pp |
| Annual return | 1.02% | 3.44%-2.4pp | 61.98%-61.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,165 | $1,620-28.1% | $5,564-79.1% | $1,899-38.6% |
| Participant deferral / active EE | $2,045 | $1,985+3.0% | $4,895-58.2% | $3,046-32.9% |
| Admin fee / account holder | $155 | $86+81.5% | $11,611-98.7% | $91+71.1% |