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 & CO2 years Filed as: HARTLAND Service code 27 · EIN 34-1597728 | Advisory (Plan) | $56,154 |
MEADEN & MOORE, LTD.1 year Filed as: MEADEN AND MOORE Service code 10 · EIN 34-1818258 | Accounting | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$101,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,350 | $78,852+24.7% | $76,768+28.1% | $75,289+30.6% |
| Participation rate | 94.8% | 85.0%+9.9pp | 77.0%+17.9pp | 72.4%+22.4pp |
| Annual return | -3.56% | -1.29%-2.3pp | 2.43%-6.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $2,362 | $2,794-15.5% | $2,485-4.9% | $2,405-1.8% |
| Participant deferral / active EE | $5,777 | $4,800+20.4% | $3,852+50.0% | $3,739+54.5% |
| Admin fee / account holder | $0 | $79-100.0% | $6,675-100.0% | $102-100.0% |