Filed July 19, 2006 (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 |
|---|---|---|
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 | Actuarial | $58,782 |
PRESIDIUM RETIREMENT ADVISERS2+ years Filed as: PRESIDIUM RETIREMENT ADVISERS, INC. Service code 27 · EIN 20-3375338 | Advisory (Plan) | $46,489 |
SUMMIT FINANCIAL CORPORATION2+ years Filed as: SUMMIT BENEFIT SOLUTIONS, INC. Service code 15 · EIN 34-1888990 | Recordkeeping | $17,969 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $49,677-100.0% | $322,681-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 3.6%-3.6pp |
| Annual return | 6.86% | 5.03%+1.8pp | 4.07%+2.8pp | 11.88%-5.0pp |
| Employer contribution / active EE | $6,532 | $9,989-34.6% | $36,235-82.0% | $14,612-55.3% |
| Participant deferral / active EE | $0 | $45-100.0% | $215-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $7,128-100.0% | $637-100.0% |