Filed February 2, 2006 (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 5-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+ years Filed as: HARTLAND AND CO. Service code 70 · EIN 34-1597728 | Consulting Fees | $30,000 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $16,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,855 | $99,628-14.8% | $105,218-19.4% | $59,188+43.4% |
| Participation rate | 47.5% | 80.5%-33.0pp | 77.2%-29.8pp | 69.4%-22.0pp |
| Annual return | -0.40% | 3.21%-3.6pp | 5.33%-5.7pp | 5.51%-5.9pp |
| Employer contribution / active EE | $1,304 | $2,454-46.8% | $3,255-59.9% | $2,098-37.8% |
| Participant deferral / active EE | $2,583 | $4,189-38.3% | $4,867-46.9% | $3,265-20.9% |
| Admin fee / account holder | $16 | $62-74.2% | $6,992-99.8% | $92-82.5% |