Filed July 27, 2006 (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 8-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 13 · EIN 34-1213174 | Contract Administrator | $26,895 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,831 | $75,419-56.5% | $392,568-91.6% | $67,579-51.4% |
| Participation rate | 98.5% | 74.8%+23.7pp | 78.1%+20.4pp | 71.3%+27.2pp |
| Annual return | 21.66% | 36.70%-15.0pp | 24.42%-2.8pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,131 | $2,636-57.1% | $3,783-70.1% | $2,148-47.3% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $5,985-100.0% | $3,539-100.0% |
| Admin fee / account holder | $34 | $114-70.5% | $6,260-99.5% | $142-76.4% |