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 & CO2+ 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 | $17,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,237 | $107,045-12.9% | $108,745-14.3% | $63,975+45.7% |
| Participation rate | 45.3% | 81.9%-36.6pp | 77.7%-32.4pp | 71.1%-25.8pp |
| Annual return | 6.45% | 18.14%-11.7pp | 46.22%-39.8pp | 48.65%-42.2pp |
| Employer contribution / active EE | $1,229 | $2,651-53.6% | $3,323-63.0% | $2,182-43.6% |
| Participant deferral / active EE | $2,482 | $4,292-42.2% | $5,121-51.5% | $3,356-26.1% |
| Admin fee / account holder | $17 | $67-74.2% | $6,144-99.7% | $70-75.4% |