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 |
|---|---|---|
FINDLEY1 year Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $52,912 |
PRESIDIUM RETIREMENT ADVISERS3+ years Filed as: PRESIDIUM RETIREMENT ADVISERS, INC. Service code 27 · EIN 20-3375338 | Advisory (Plan) | $51,078 |
SUMMIT FINANCIAL CORPORATION3+ years Filed as: SUMMIT BENEFIT SOLUTIONS, INC. Service code 15 · EIN 34-1888990 | Recordkeeping | $17,638 |
MID ATLANTIC CAPITAL CORPORATION3+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 21 · EIN 26-0010549 | Bank Trustee | $140 |
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 | $44,091-100.0% | $350,496-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 4.5%-4.5pp |
| Annual return | 12.47% | 11.68%+0.8pp | 12.88%-0.4pp | 13.95%-1.5pp |
| Employer contribution / active EE | $6,305 | $10,817-41.7% | $40,010-84.2% | $16,598-62.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $7,226-100.0% | $612-100.0% |