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 & DICKINSON1 year Filed as: WDP 2017 LLC D/B/A WALSH & DICKINS Service code 10 · EIN 82-3222207 | Accounting | $5,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$158 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,829 | $65,435+58.7% | $86,677+19.8% | $66,914+55.2% |
| Participation rate | 83.6% | 75.5%+8.2pp | 76.6%+7.1pp | 69.8%+13.8pp |
| Annual return | -25.72% | -10.89%-14.8pp | 35.91%-61.6pp | 1.58%-27.3pp |
| Employer contribution / active EE | $1,428 | $2,153-33.7% | $2,836-49.7% | $2,544-43.9% |
| Participant deferral / active EE | $5,333 | $4,100+30.1% | $4,656+14.6% | $4,237+25.9% |
| Admin fee / account holder | $71 | $642-88.9% | $7,493-99.0% | $593-88.0% |