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 |
|---|---|---|
FINDLEY3 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $19,818 |
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 | $124,425 | $70,908+75.5% | $98,907+25.8% | $73,488+69.3% |
| Participation rate | 99.3% | 73.8%+25.5pp | 76.0%+23.2pp | 70.7%+28.6pp |
| Annual return | 21.08% | 34.17%-13.1pp | 196.43%-175.4pp | 28.51%-7.4pp |
| Employer contribution / active EE | $7,854 | $2,036+285.7% | $2,689+192.1% | $2,270+246.0% |
| Participant deferral / active EE | $5,089 | $3,500+45.4% | $4,244+19.9% | $3,740+36.1% |
| Admin fee / account holder | $101 | $535-81.2% | $6,642-98.5% | $513-80.4% |