Filed March 28, 2007
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 |
|---|---|---|
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $44,500 |
HARDING LOEVNER LP6+ years Filed as: HARDING, SHYMANSKI AND COMPANY, P. Service code 10 · EIN 35-1346211 | Accounting | $9,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,716 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,532 | $66,528-30.1% | $86,874-46.4% | $86,799-46.4% |
| Participation rate | 95.1% | 72.4%+22.8pp | 71.6%+23.5pp | 72.3%+22.9pp |
| Annual return | 14.48% | 19.56%-5.1pp | 63.52%-49.0pp | 97.91%-83.4pp |
| Employer contribution / active EE | $932 | $2,007-53.6% | $2,495-62.7% | $2,405-61.3% |
| Participant deferral / active EE | $3,492 | $3,240+7.8% | $3,699-5.6% | $4,131-15.5% |
| Admin fee / account holder | $163 | $148+10.2% | $5,828-97.2% | $170-3.7% |