Filed October 18, 2004
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 |
|---|---|---|
Filed as: HARDING, SHYMANSKI & COMPANY, P.S.C Service code 10 P.O. BOX 3677 · EVANSVILLE, IN 47735 | Accounting | $13,200 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,784 | $53,412-59.2% | $68,509-68.2% | $52,331-58.4% |
| Participation rate | 67.5% | 71.7%-4.2pp | 74.7%-7.2pp | 68.1%-0.6pp |
| Annual return | -1.49% | 3.42%-4.9pp | 8.27%-9.8pp | 4.54%-6.0pp |
| Employer contribution / active EE | $0 | $1,607-100.0% | $2,278-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,747 | $2,688-35.0% | $3,382-48.3% | $3,022-42.2% |
| Admin fee / account holder | $120 | $461-73.9% | $5,275-97.7% | $592-79.7% |