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) | $45,788 |
Service code 27 · EIN 01-0233346 | Advisory (Plan) | $25,304 |
Service code 28 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Investment Management | $8,479 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,978 | $76,050+24.9% | $96,544-1.6% | $71,457+32.9% |
| Participation rate | 90.9% | 74.4%+16.5pp | 76.0%+14.9pp | 67.9%+22.9pp |
| Annual return | 14.93% | 22.81%-7.9pp | 25.84%-10.9pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,593 | $2,244+15.5% | $2,965-12.5% | $2,588+0.2% |
| Participant deferral / active EE | $6,445 | $4,215+52.9% | $4,851+32.9% | $4,289+50.3% |
| Admin fee / account holder | $404 | $2,707-85.1% | $8,252-95.1% | $1,587-74.5% |