Filed August 26, 2014 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Filed as: KEATING FINANCIAL ADVISORY Service code 26 · EIN 20-5908296 | Advisory (Participants) | $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 | $60,063 | $64,909-7.5% | $82,313-27.0% | $62,292-3.6% |
| Participation rate | 86.9% | 74.9%+12.0pp | 76.9%+10.0pp | 69.5%+17.3pp |
| Annual return | 15.57% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,394 | $1,676-16.8% | $2,428-42.6% | $2,042-31.7% |
| Participant deferral / active EE | $4,035 | $3,103+30.0% | $3,706+8.9% | $3,169+27.3% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |