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 | $34,484 |
GRAYDON HEAD & RITCHEY2 years Filed as: GRAYDON HEAD & RITCHEY LLP Service code 29 · EIN 31-0565234 | Legal | $25,823 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $12,400 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE RPS INC Service code 33 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Participant loan processing; Other co... | $5,950 |
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 | $92,200 | $96,261-4.2% | $76,768+20.1% | $68,904+33.8% |
| Participation rate | 72.0% | 87.0%-15.0pp | 77.0%-4.9pp | 74.1%-2.1pp |
| Annual return | -2.75% | -0.85%-1.9pp | 2.43%-5.2pp | 1.07%-3.8pp |
| Employer contribution / active EE | $1,506 | $3,303-54.4% | $2,485-39.4% | $2,540-40.7% |
| Participant deferral / active EE | $3,354 | $5,537-39.4% | $3,852-12.9% | $4,015-16.5% |
| Admin fee / account holder | $17 | $73-77.2% | $6,675-99.8% | $71-76.7% |