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 & CO3+ years Filed as: HARTLAND AND CO. Service code 70 · EIN 34-1597728 | Consulting Fees | $27,976 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,350 |
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 | $116,418 | $117,734-1.1% | $115,752+0.6% | $77,958+49.3% |
| Participation rate | 36.4% | 82.0%-45.7pp | 77.8%-41.4pp | 71.6%-35.3pp |
| Annual return | 15.46% | 17.65%-2.2pp | 19.41%-4.0pp | 20.87%-5.4pp |
| Employer contribution / active EE | $1,215 | $2,736-55.6% | $3,492-65.2% | $2,310-47.4% |
| Participant deferral / active EE | $2,554 | $4,435-42.4% | $5,204-50.9% | $3,537-27.8% |
| Admin fee / account holder | $15 | $75-80.6% | $6,278-99.8% | $97-85.1% |