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 9-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 37 · EIN 04-2647786 | Loan Processing | $17,778 |
Service code 27 · EIN 35-1729164 | Advisory (Plan) | $15,412 |
Filed as: HARDING SHYMANSKI AND COMPANY PSC Service code 10 · EIN 35-1346211 21 S. E. THIRD STREET, SUITE 500 · EVANSVILLE, IN 47735 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,001 | $73,638-45.7% | $95,952-58.3% | $73,488-45.6% |
| Participation rate | 95.9% | 76.2%+19.7pp | 77.1%+18.8pp | 70.7%+25.2pp |
| Annual return | 7.37% | 16.78%-9.4pp | 91.61%-84.2pp | 28.51%-21.1pp |
| Employer contribution / active EE | $963 | $1,863-48.3% | $2,541-62.1% | $2,270-57.6% |
| Participant deferral / active EE | $3,138 | $3,617-13.2% | $4,167-24.7% | $3,740-16.1% |
| Admin fee / account holder | $242 | $482-49.7% | $6,795-96.4% | $513-52.8% |