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 |
|---|---|---|
HARDING LOEVNER LP1 year Filed as: HARDING, SCHYMANSKI & COMPANY Service code 10 PO BOX 3677 · EVANSVILLE, IN 477353677 | Accounting | $10,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,511 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,665 | $63,299-64.2% | $91,001-75.1% | $62,292-63.6% |
| Participation rate | 75.8% | 73.3%+2.5pp | 75.6%+0.2pp | 69.5%+6.3pp |
| Annual return | 14.81% | 20.99%-6.2pp | 4.60%+10.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,971 | $2,943-33.0% | $3,547-44.4% | $3,169-37.8% |
| Admin fee / account holder | $83 | $468-82.3% | $5,417-98.5% | $479-82.7% |