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 GROUP3 years Service code 16 13400 BISHOPS LANE · BROOKFIELD, WI 53005 | Consulting | $43,311 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $12,400 |
GRAYDON HEAD & RITCHEY1 year Filed as: GRAYDON HEAD AND RITCHEY LLP Service code 29 P.O. BOX 6464 · CINCINNATI, OH 45201 | Legal | $8,389 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS INC. Service code 33 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Securities brokerage; Other commissio... | $6,143 |
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 | $172,980 | $105,247+64.4% | $87,100+98.6% | $77,787+122.4% |
| Participation rate | 97.4% | 85.8%+11.6pp | 76.9%+20.5pp | 73.2%+24.2pp |
| Annual return | 22.88% | 24.52%-1.6pp | 28.19%-5.3pp | 32.57%-9.7pp |
| Employer contribution / active EE | $6,892 | $2,895+138.1% | $2,521+173.3% | $2,504+175.2% |
| Participant deferral / active EE | $7,314 | $5,060+44.5% | $4,049+80.7% | $3,967+84.4% |
| Admin fee / account holder | $18 | $104-82.7% | $7,497-99.8% | $100-82.0% |