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 GROUP2 years Service code 16 13400 BISHOPS LANE · BROOKFIELD, WI 53005 | Consulting | $43,109 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $12,400 |
GRAYDON HEAD & RITCHEY1 year Service code 29 · EIN 31-0565234 | Legal | $10,702 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS INC. Service code 33 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Securities brokerage commissions and ... | $5,842 |
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 | $144,085 | $78,852+82.7% | $76,768+87.7% | $75,289+91.4% |
| Participation rate | 97.9% | 85.0%+13.0pp | 77.0%+21.0pp | 72.4%+25.5pp |
| Annual return | -2.77% | -1.29%-1.5pp | 2.43%-5.2pp | -0.04%-2.7pp |
| Employer contribution / active EE | $6,571 | $2,794+135.2% | $2,485+164.4% | $2,405+173.2% |
| Participant deferral / active EE | $7,078 | $4,800+47.5% | $3,852+83.8% | $3,739+89.3% |
| Admin fee / account holder | $19 | $79-76.3% | $6,675-99.7% | $102-81.7% |