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 |
|---|---|---|
Filed as: FIDELITY INVEST INST OPER CO., INC. Service code 37 · EIN 04-2647786 | Loan Processing | $122,658 |
HARBOR5 years Filed as: HARBOR INVESTMENT ADVISORY LLC Service code 27 · EIN 90-0497525 | Advisory (Plan) | $102,000 |
WINDHAM BRANNON8+ years Service code 10 · EIN 58-1763439 3630 PEACHTREE RD, NE, SUITE 600 · ATLANTA, GA 30326 | Accounting | $22,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,125 | $45,000-66.4% | $143,757-89.5% | $77,904-80.6% |
| Participation rate | 58.0% | 66.8%-8.8pp | 80.3%-22.3pp | 73.7%-15.7pp |
| Annual return | -16.02% | 29.03%-45.0pp | -0.04%-16.0pp | 12.21%-28.2pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $1,742 | $3,157-44.8% | $5,637-69.1% | $4,806-63.8% |
| Admin fee / account holder | $63 | $98-35.9% | $14,673-99.6% | $133-52.4% |