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 |
|---|---|---|
FINDLEY3 years Filed as: FINDLEY, INC. Service code 11 · EIN 34-1213174 | Actuarial | $66,295 |
HORIZON INVESTMENTS, LLC1 year Service code 27 · EIN 58-2461603 | Advisory (Plan) | $42,217 |
SUMMIT FINANCIAL CORPORATION5+ years Filed as: SUMMIT BENEFIT SOLUTIONS, INC. Service code 15 · EIN 34-1888990 | Recordkeeping | $20,275 |
MID ATLANTIC CAPITAL CORPORATION5+ years Filed as: MID ATLANTIC TRUST COMPANY Service code 21 · EIN 26-0010549 | Bank Trustee | $255 |
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 | $46,244-100.0% | $286,273-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 2.8%-2.8pp |
| Annual return | 19.05% | 17.59%+1.5pp | 10.78%+8.3pp | 16.32%+2.7pp |
| Employer contribution / active EE | $5,780 | $13,960-58.6% | $41,857-86.2% | $17,007-66.0% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $83,605-100.0% | $127-100.0% |