Filed July 18, 2006
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 |
|---|---|---|
HARTLAND & CO1 year Filed as: HARTLAND & CO., LLC Service code 27 · EIN 34-1597728 1100 SUPERIOR AVE E STE 700 · CLEVELAND, OH 441142518 | Advisory (Plan) | $5,000 |
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 | $71,469 | $70,083+2.0% | $59,878+19.4% | $55,725+28.3% |
| Participation rate | 99.5% | 78.4%+21.1pp | 74.7%+24.8pp | 70.9%+28.7pp |
| Annual return | 9.16% | 3.13%+6.0pp | 3.46%+5.7pp | 244.93%-235.8pp |
| Employer contribution / active EE | $2,867 | $2,878-0.4% | $2,722+5.3% | $2,078+38.0% |
| Participant deferral / active EE | $2,515 | $3,079-18.3% | $3,402-26.1% | $3,356-25.0% |
| Admin fee / account holder | $9 | $70-87.8% | $3,590-99.8% | $115-92.5% |