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 | $53,892 | $59,186-8.9% | $76,768-29.8% | $56,287-4.3% |
| Participation rate | 92.7% | 75.2%+17.5pp | 77.0%+15.8pp | 69.9%+22.9pp |
| Annual return | -5.64% | 6.62%-12.3pp | 2.43%-8.1pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,565 | $1,759-11.0% | $2,485-37.0% | $2,111-25.9% |
| Participant deferral / active EE | $4,887 | $3,255+50.1% | $3,852+26.9% | $3,350+45.9% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |