Filed January 31, 2006
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 |
|---|---|---|
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $15,115 |
FIRST WESTERN FINANCIAL2+ years Service code 27 1200 17TH STREET, SUITE 2650 · DENVER, CO 80202 | Advisory (Plan) | $14,237 |
WOJTECZKO SNYDER GROUP P.C.2+ years Service code 10 5583 SOUTH PRINCE STREET · LITTLETON, CO 80120 | Accounting | $5,751 |
MATRIX TRUST COMPANY2+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Custodial (other than securities); Fi... | $3,423 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,350 | $52,884-12.4% | $84,750-45.3% | $55,167-16.0% |
| Participation rate | 94.9% | 67.5%+27.4pp | 76.6%+18.3pp | 69.0%+25.9pp |
| Annual return | 7.29% | 18.03%-10.7pp | 22.78%-15.5pp | 169.23%-161.9pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,371 | $2,644-48.1% | $3,712-63.1% | $3,054-55.1% |
| Admin fee / account holder | $262 | $581-54.9% | $5,332-95.1% | $504-48.0% |