Filed January 6, 2004
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.1+ years Filed as: MCCREADY & KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $42,987 |
MATRIX TRUST COMPANY1+ years Filed as: MG TRUST CO. DBA MATRIX TRUST CO. Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $8,411 |
WILMINGTON TRUST1+ years Filed as: WILMINGTON TRUST RETIREMENT Service code 18 · EIN 51-0099033 | Investment management fees paid direc... | $2,776 |
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 | $128,414 | $57,108+124.9% | $94,224+36.3% | $52,331+145.4% |
| Participation rate | 99.4% | 72.9%+26.5pp | 78.8%+20.6pp | 68.1%+31.3pp |
| Annual return | -0.36% | 1.47%-1.8pp | 10.68%-11.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $6,002 | $1,735+245.9% | $3,587+67.3% | $1,882+218.9% |
| Participant deferral / active EE | $5,683 | $3,040+87.0% | $4,320+31.6% | $3,022+88.1% |
| Admin fee / account holder | $257 | $546-53.0% | $6,269-95.9% | $592-56.6% |