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 |
|---|---|---|
Filed as: KEATING FINANCIAL ADVISORY Service code 26 · EIN 20-5908296 | Advisory (Participants) | $35,801 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,598 | $73,638+10.8% | $95,952-15.0% | $73,488+11.0% |
| Participation rate | 90.8% | 76.2%+14.6pp | 77.1%+13.7pp | 70.7%+20.1pp |
| Annual return | 12.87% | 16.78%-3.9pp | 91.61%-78.7pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,838 | $1,863-1.3% | $2,541-27.6% | $2,270-19.0% |
| Participant deferral / active EE | $5,591 | $3,617+54.6% | $4,167+34.2% | $3,740+49.5% |
| Admin fee / account holder | $384 | $482-20.4% | $6,795-94.4% | $513-25.2% |