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 |
|---|---|---|
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 15 · EIN 75-3182674 | Recordkeeping | $43,776 |
Filed as: DAVID HOOBAN, GALLAGHER BENEFIT SVC Service code 27 TWO PIERCE PLACE · ITASCA, IL 601433141 | Advisory (Plan) | $25,000 |
TEMPLETON & COMPANY LLP1 year Service code 10 · EIN 14-1918990 222 LAKEVIEW AVENUE STE 1200 · WEST PALM BEACH, FL 33401 | Accounting | $24,095 |
MCCREADY & KEENE INC.3+ years Filed as: MCCREADY & KEENE, INC Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $14,892 |
Filed as: VALIC Service code 19 · EIN 74-1625348 | Securities Custodian | $6,154 |
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 | $104,042 | $74,552+39.6% | $62,995+65.2% | $69,631+49.4% |
| Participation rate | 89.6% | 78.3%+11.3pp | 74.8%+14.7pp | 70.7%+18.9pp |
| Annual return | 15.39% | 15.77%-0.4pp | 87.57%-72.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $3,654 | $2,929+24.8% | $2,759+32.4% | $2,032+79.8% |
| Participant deferral / active EE | $4,056 | $2,974+36.4% | $3,329+21.8% | $3,224+25.8% |
| Admin fee / account holder | $125 | $59+110.6% | $3,600-96.5% | $110+13.3% |