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 |
|---|---|---|
FINDLEY2 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $24,241 |
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 | $116,671 | $66,310+75.9% | $93,606+24.6% | $65,185+79.0% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 22.25% | 42.58%-20.3pp | 32.76%-10.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $7,042 | $2,012+250.0% | $2,718+159.1% | $2,177+223.5% |
| Participant deferral / active EE | $4,377 | $3,342+31.0% | $4,069+7.6% | $3,514+24.6% |
| Admin fee / account holder | $132 | $6,897-98.1% | $7,888-98.3% | $847-84.4% |