Filed March 17, 2009 (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+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $2,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,467 | $68,413-8.7% | $123,104-49.3% | $55,191+13.2% |
| Participation rate | 81.7% | 84.5%-2.8pp | 86.8%-5.0pp | 69.2%+12.6pp |
| Annual return | 9.91% | 6.30%+3.6pp | 13.22%-3.3pp | 10.78%-0.9pp |
| Employer contribution / active EE | $1,432 | $3,050-53.1% | $5,151-72.2% | $1,899-24.6% |
| Participant deferral / active EE | $7,990 | $4,490+77.9% | $6,230+28.3% | $3,046+162.3% |
| Admin fee / account holder | $6 | $88-92.7% | $9,015-99.9% | $91-92.9% |