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 |
|---|---|---|
HARTLAND & CO1 year Filed as: HARTLAND Service code 27 · EIN 34-1597728 | Advisory (Plan) | $53,031 |
THOMPSON HINE3+ years Service code 29 · EIN 34-0575300 | Legal | $6,019 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,777 | $88,730+24.8% | $82,313+34.6% | $77,958+42.1% |
| Participation rate | 96.2% | 84.5%+11.7pp | 76.9%+19.4pp | 71.6%+24.6pp |
| Annual return | 18.75% | 20.88%-2.1pp | 25.88%-7.1pp | 20.87%-2.1pp |
| Employer contribution / active EE | $2,078 | $2,758-24.7% | $2,428-14.4% | $2,310-10.1% |
| Participant deferral / active EE | $5,506 | $4,634+18.8% | $3,706+48.6% | $3,537+55.7% |
| Admin fee / account holder | $10 | $74-86.8% | $5,608-99.8% | $97-90.0% |