Filed December 1, 2009
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 7-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 & KEENE, INC Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $51,401 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Float revenue; Custodial (securities)... | $6,309 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $5,720 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033 | Finders' fees / placement fees; Direc... | $1,929 |
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 | $75,770 | $67,166+12.8% | $57,343+32.1% | $55,191+37.3% |
| Participation rate | 90.5% | 77.7%+12.8pp | 75.1%+15.4pp | 69.2%+21.3pp |
| Annual return | 0.38% | 4.22%-3.8pp | 24.39%-24.0pp | 10.78%-10.4pp |
| Employer contribution / active EE | $3,242 | $2,812+15.3% | $2,689+20.6% | $1,899+70.7% |
| Participant deferral / active EE | $3,634 | $2,835+28.2% | $3,162+14.9% | $3,046+19.3% |
| Admin fee / account holder | $131 | $44+200.5% | $3,356-96.1% | $91+44.2% |