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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $49,842 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $15,000 |
HARDING LOEVNER LP9+ years Filed as: HARDING, SHYMANSKI AND COMPANY, P. Service code 10 · EIN 35-1346211 | Accounting | $10,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,584 | $66,457-29.9% | $81,382-42.8% | $77,643-40.0% |
| Participation rate | 92.4% | 68.7%+23.7pp | 69.5%+22.9pp | 70.6%+21.8pp |
| Annual return | 11.40% | 15.93%-4.5pp | 24.73%-13.3pp | 31.24%-19.8pp |
| Employer contribution / active EE | $1,065 | $2,159-50.7% | $2,463-56.8% | $2,726-60.9% |
| Participant deferral / active EE | $3,948 | $3,679+7.3% | $3,883+1.7% | $4,647-15.0% |
| Admin fee / account holder | $187 | $583-67.9% | $5,768-96.8% | $430-56.5% |