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 60 · EIN 04-2647786 | Sub-TA Fees | $42,000 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $15,000 |
Filed as: HARDING SHYMANSKI Service code 10 · EIN 35-1346244 | Accounting | $11,500 |
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 | $39,782 | $69,823-43.0% | $77,163-48.4% | $74,419-46.5% |
| Participation rate | 97.8% | 70.0%+27.8pp | 69.6%+28.2pp | 70.7%+27.1pp |
| Annual return | 15.04% | 19.98%-4.9pp | 37.87%-22.8pp | 34.38%-19.3pp |
| Employer contribution / active EE | $987 | $2,150-54.1% | $2,535-61.1% | $2,637-62.6% |
| Participant deferral / active EE | $3,724 | $3,558+4.7% | $3,833-2.8% | $4,528-17.8% |
| Admin fee / account holder | $153 | $398-61.5% | $5,472-97.2% | $348-56.0% |