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.2+ years Filed as: MCCREADY & KEENE, INC Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $49,283 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Direct payment from the plan; Custodi... | $9,912 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $5,624 |
Service code 15 · EIN 75-0933949 | Recordkeeping | $0 |
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 | $85,166 | $68,408+24.5% | $57,179+48.9% | $57,658+47.7% |
| Participation rate | 89.8% | 79.1%+10.6pp | 75.3%+14.4pp | 70.2%+19.6pp |
| Annual return | 6.65% | 8.51%-1.9pp | 14.59%-7.9pp | 5.13%+1.5pp |
| Employer contribution / active EE | $3,459 | $2,869+20.6% | $2,682+29.0% | $1,974+75.3% |
| Participant deferral / active EE | $3,805 | $2,903+31.0% | $3,096+22.9% | $3,061+24.3% |
| Admin fee / account holder | $146 | $70+109.6% | $3,139-95.3% | $95+54.5% |