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 SERVICES2 years Service code 15 · EIN 42-1447865 3390 ASBURY ROAD · DUBUQUE, IA 52002 | Recordkeeping | $79,277 |
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 | $104,442 | $88,122+18.5% | $141,162-26.0% | $67,579+54.5% |
| Participation rate | 82.2% | 76.5%+5.7pp | 82.5%-0.3pp | 71.3%+10.9pp |
| Annual return | 26.08% | 75.40%-49.3pp | 71.39%-45.3pp | 378.56%-352.5pp |
| Employer contribution / active EE | $2,228 | $3,224-30.9% | $4,735-53.0% | $2,148+3.7% |
| Participant deferral / active EE | $6,842 | $5,958+14.8% | $6,709+2.0% | $3,539+93.3% |
| Admin fee / account holder | $171 | $131+30.6% | $10,261-98.3% | $142+20.1% |