Filed February 28, 1996
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 |
|---|---|---|
HARBOR1 year Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 · EIN 90-0497525 | Advisory (Plan) | $101,321 |
Filed as: FIDELITY INVEST INST OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $29,619 |
WINDHAM BRANNON4+ years Service code 10 · EIN 58-1763439 3630 PEACHTREE RD, NE, SUITE 600 · ATLANTA, GA 30326 | Accounting | $17,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $16,627 | $45,382-63.4% | $154,107-89.2% | $75,289-77.9% |
| Participation rate | 69.4% | 65.9%+3.5pp | 83.0%-13.6pp | 72.4%-3.0pp |
| Annual return | -5.15% | -0.47%-4.7pp | 735.12%-740.3pp | -0.04%-5.1pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,917 | $2,384-19.6% | $5,081-62.3% | $3,739-48.7% |
| Admin fee / account holder | $56 | $89-36.9% | $13,411-99.6% | $102-44.9% |