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.2+ years Filed as: MCCREADY AND KEENE INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $0 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Finders' fees / placement fees; Custo... | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $40,037 | $36,916+8.5% | $156,549-74.4% | $57,658-30.6% |
| Participation rate | 84.9% | 63.4%+21.5pp | 84.0%+0.9pp | 70.2%+14.7pp |
| Annual return | 5.43% | 12.38%-7.0pp | 32.23%-26.8pp | 5.13%+0.3pp |
| Employer contribution / active EE | $1,344 | $1,571-14.4% | $5,501-75.6% | $1,974-31.9% |
| Participant deferral / active EE | $2,060 | $1,926+7.0% | $4,871-57.7% | $3,061-32.7% |
| Admin fee / account holder | $69 | $82-16.6% | $13,027-99.5% | $95-27.2% |