Filed June 10, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
WALSH & DICKINSON3 years Filed as: WDP 2017 LLC D/B/A WALSH & DICKINS Service code 10 · EIN 82-3222207 | Accounting | $12,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$108 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,011 | $79,171+85.7% | $102,423+43.5% | $74,495+97.3% |
| Participation rate | 83.6% | 74.8%+8.8pp | 76.5%+7.1pp | 67.2%+16.4pp |
| Annual return | 19.14% | 54.93%-35.8pp | 29.32%-10.2pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $1,502 | $2,362-36.4% | $3,023-50.3% | $2,623-42.7% |
| Participant deferral / active EE | $5,807 | $4,415+31.5% | $5,053+14.9% | $4,346+33.6% |
| Admin fee / account holder | $125 | $2,001-93.7% | $9,451-98.7% | $1,942-93.6% |