Filed April 8, 2014 (most recent of 4 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 |
|---|---|---|
THE KIECKHEFER GROUP1 year Service code 16 13400 BISHOPS LANE · BROOKFIELD, WI 53005 | Consulting | $169,425 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $48,736 |
GRAYDON HEAD & RITCHEY1 year Filed as: GRAYDON HEAD & RITCHEY LLP Service code 29 · EIN 31-0565234 | Legal | $21,944 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS INC. Service code 49 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Other Services | $1,553 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $154,821 | $88,730+74.5% | $82,313+88.1% | $77,958+98.6% |
| Participation rate | 97.8% | 84.5%+13.2pp | 76.9%+20.9pp | 71.6%+26.1pp |
| Annual return | 18.69% | 20.88%-2.2pp | 25.88%-7.2pp | 20.87%-2.2pp |
| Employer contribution / active EE | $6,053 | $2,758+119.5% | $2,428+149.3% | $2,310+162.0% |
| Participant deferral / active EE | $6,677 | $4,634+44.1% | $3,706+80.2% | $3,537+88.8% |
| Admin fee / account holder | $64 | $74-13.3% | $5,608-98.9% | $97-34.1% |