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 & CO4+ years Filed as: HARTLAND AND CO. Service code 70 · EIN 34-1597728 | Consulting Fees | $30,021 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,375 |
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 | $108,103 | $118,101-8.5% | $106,387+1.6% | $75,289+43.6% |
| Participation rate | 67.5% | 81.4%-13.9pp | 77.5%-10.0pp | 72.4%-4.9pp |
| Annual return | -3.74% | -2.42%-1.3pp | 0.25%-4.0pp | -0.04%-3.7pp |
| Employer contribution / active EE | $1,859 | $2,880-35.5% | $3,520-47.2% | $2,405-22.7% |
| Participant deferral / active EE | $3,962 | $4,681-15.4% | $5,421-26.9% | $3,739+6.0% |
| Admin fee / account holder | $16 | $85-80.5% | $7,510-99.8% | $102-83.9% |