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 | $64,932 | $65,376-0.7% | $87,100-25.5% | $65,185-0.4% |
| Participation rate | 91.0% | 75.3%+15.6pp | 76.9%+14.1pp | 70.2%+20.8pp |
| Annual return | 21.13% | 31.27%-10.1pp | 28.19%-7.1pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,714 | $1,822-6.0% | $2,521-32.0% | $2,177-21.3% |
| Participant deferral / active EE | $5,033 | $3,388+48.5% | $4,049+24.3% | $3,514+43.2% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |