Filed April 24, 2002
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 15 · EIN 34-1213174 | Recordkeeping | $21,066 |
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 | $96,084 | $58,083+65.4% | $80,019+20.1% | $56,287+70.7% |
| Participation rate | 97.8% | 73.6%+24.2pp | 75.8%+21.9pp | 69.9%+27.9pp |
| Annual return | 15.36% | 34.61%-19.3pp | 11.22%+4.1pp | -9.96%+25.3pp |
| Employer contribution / active EE | $3,543 | $1,932+83.4% | $2,468+43.5% | $2,111+67.8% |
| Participant deferral / active EE | $3,768 | $3,135+20.2% | $3,686+2.2% | $3,350+12.5% |
| Admin fee / account holder | $118 | $623-81.0% | $6,521-98.2% | $521-77.3% |