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 | $114,247 |
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 | $22,626 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC. Service code 49 | Other Services | $5,176 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,198 | $100,921+0.3% | $82,313+22.9% | $177,276-42.9% |
| Participation rate | 70.7% | 86.9%-16.3pp | 76.9%-6.2pp | 74.8%-4.2pp |
| Annual return | 17.20% | 20.33%-3.1pp | 25.88%-8.7pp | 21.25%-4.1pp |
| Employer contribution / active EE | $1,235 | $3,145-60.7% | $2,428-49.1% | $2,479-50.2% |
| Participant deferral / active EE | $3,230 | $5,192-37.8% | $3,706-12.9% | $3,881-16.8% |
| Admin fee / account holder | $42 | $64-35.2% | $5,608-99.3% | $154-73.0% |