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 |
|---|---|---|
HARBOR2 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 · EIN 90-0497525 | Advisory (Plan) | $102,827 |
Filed as: FIDELITY INVEST INST OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $22,781 |
WINDHAM BRANNON5+ 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 | $18,250 | $47,456-61.5% | $172,739-89.4% | $77,787-76.5% |
| Participation rate | 49.2% | 66.3%-17.1pp | 82.6%-33.5pp | 73.2%-24.0pp |
| Annual return | 19.31% | 35.57%-16.3pp | 802.84%-783.5pp | 32.57%-13.3pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $1,344 | $2,560-47.5% | $5,198-74.1% | $3,967-66.1% |
| Admin fee / account holder | $51 | $81-37.4% | $13,954-99.6% | $100-49.5% |