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 |
|---|---|---|
FINDLEY4 years Filed as: FINDLEY, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $15,407 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $7,314 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,846 | $79,428+92.4% | $106,548+43.5% | $79,386+92.5% |
| Participation rate | 98.1% | 74.1%+23.9pp | 76.1%+21.9pp | 70.7%+27.3pp |
| Annual return | 11.64% | 18.27%-6.6pp | 26.80%-15.2pp | 116.85%-105.2pp |
| Employer contribution / active EE | $8,095 | $2,234+262.3% | $2,819+187.2% | $2,427+233.5% |
| Participant deferral / active EE | $4,852 | $3,823+26.9% | $4,398+10.3% | $4,046+19.9% |
| Admin fee / account holder | $128 | $523-75.6% | $7,407-98.3% | $626-79.6% |