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 Service code 10 · EIN 35-1346211 | Accounting | $6,500 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,208 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,687 | $70,908-70.8% | $98,907-79.1% | $73,488-71.9% |
| Participation rate | 82.8% | 73.8%+9.0pp | 76.0%+6.8pp | 70.7%+12.1pp |
| Annual return | 13.58% | 34.17%-20.6pp | 196.43%-182.9pp | 28.51%-14.9pp |
| Employer contribution / active EE | $0 | $2,036-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,318 | $3,500-33.8% | $4,244-45.4% | $3,740-38.0% |
| Admin fee / account holder | $40 | $535-92.6% | $6,642-99.4% | $513-92.2% |