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) | $55,350 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 27 · EIN 01-0233346 | Advisory (Plan) | $34,935 |
KEATING & ASSOCIATES, INC.2 years Service code 28 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Investment Management | $10,250 |
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 | $111,089 | $79,171+40.3% | $102,423+8.5% | $74,495+49.1% |
| Participation rate | 93.6% | 74.8%+18.8pp | 76.5%+17.1pp | 67.2%+26.4pp |
| Annual return | 15.06% | 54.93%-39.9pp | 29.32%-14.3pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $3,029 | $2,362+28.2% | $3,023+0.2% | $2,623+15.5% |
| Participant deferral / active EE | $7,419 | $4,415+68.0% | $5,053+46.8% | $4,346+70.7% |
| Admin fee / account holder | $480 | $2,001-76.0% | $9,451-94.9% | $1,942-75.3% |