Filed October 17, 2011 (most recent of 2 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 |
|---|---|---|
HEARTLAND TRUST COMPANY1+ years Filed as: HEARTLAND Service code 29 1100 SUPERIOR AVE., SUITE 700 · CLEVELAND, OH 44114 | Legal | $50,691 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,552 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,357 | $80,211+16.4% | $74,183+25.8% | $63,975+45.9% |
| Participation rate | 91.3% | 84.2%+7.1pp | 76.6%+14.6pp | 71.1%+20.1pp |
| Annual return | 9.04% | 14.13%-5.1pp | 17.74%-8.7pp | 48.65%-39.6pp |
| Employer contribution / active EE | $1,502 | $2,553-41.2% | $2,370-36.6% | $2,182-31.2% |
| Participant deferral / active EE | $4,684 | $4,370+7.2% | $3,550+32.0% | $3,356+39.6% |
| Admin fee / account holder | $26 | $67-61.6% | $5,586-99.5% | $70-63.4% |