Filed July 9, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
HK FINANCIAL SERVICES1 year Service code 15 · EIN 42-1447865 3390 ASBURY ROAD · DUBUQUE, IA 52002 | Recordkeeping | $68,690 |
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 | $71,879 | $75,388-4.7% | $123,544-41.8% | $55,725+29.0% |
| Participation rate | 86.3% | 75.7%+10.6pp | 82.3%+4.0pp | 70.9%+15.4pp |
| Annual return | -3.20% | 4.48%-7.7pp | 119.20%-122.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,752 | $3,063-42.8% | $4,628-62.1% | $2,078-15.7% |
| Participant deferral / active EE | $5,451 | $5,651-3.5% | $6,426-15.2% | $3,356+62.5% |
| Admin fee / account holder | $143 | $120+19.2% | $9,284-98.5% | $115+23.9% |