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 INSTITUTIONAL11+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $53,419 |
HARDING LOEVNER LP10+ years Filed as: HARDING, SHYMANSKI AND COMPANY, P. Service code 10 · EIN 35-1346211 | Accounting | $13,950 |
Filed as: 1834 INVESTMENT ADVISOR CO. Service code 27 · EIN 39-1230894 | Advisory (Plan) | $12,500 |
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 | $53,365 | $117,025-54.4% | $91,541-41.7% | $85,563-37.6% |
| Participation rate | 93.4% | 64.2%+29.2pp | 69.8%+23.7pp | 66.0%+27.5pp |
| Annual return | 16.62% | 18.02%-1.4pp | 20.50%-3.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,213 | $2,120-42.8% | $2,505-51.6% | $2,654-54.3% |
| Participant deferral / active EE | $4,638 | $3,446+34.6% | $4,008+15.7% | $4,375+6.0% |
| Admin fee / account holder | $205 | $1,242-83.5% | $6,956-97.1% | $834-75.4% |