Filed October 18, 2004 (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 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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $52,327 |
HYAS GROUP, LLC1+ years Service code 50 · EIN 26-2924761 | Direct Payment | $37,160 |
KIECKHAFER SCHIFFER LLP1+ years Filed as: KIECKHAFER, SCHIFFER & COMPANY Service code 50 · EIN 33-0688321 | Direct Payment | $35,500 |
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 | $126,808 | $72,770+74.3% | $67,652+87.4% | $55,191+129.8% |
| Participation rate | 95.5% | 78.8%+16.7pp | 75.7%+19.8pp | 69.2%+26.3pp |
| Annual return | 45.52% | -3.26%+48.8pp | 6625.04%-6579.5pp | 10.78%+34.7pp |
| Employer contribution / active EE | $1,865 | $1,769+5.4% | $2,266-17.7% | $1,899-1.8% |
| Participant deferral / active EE | $11,876 | $3,408+248.5% | $3,560+233.6% | $3,046+289.9% |
| Admin fee / account holder | $118 | $79+49.8% | $4,821-97.6% | $91+30.0% |