Filed January 4, 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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $437,635 |
WELCH HORNSBY & WELCH INC2 years Filed as: WELCH HORNSBY, INC. Service code 28 PO BOX 4959 · MONTGOMERY, AL 36103 | Investment Management | $57,015 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $45,285 | $44,989+0.7% | $170,442-73.4% | $77,958-41.9% |
| Participation rate | 63.8% | 64.6%-0.8pp | 83.6%-19.7pp | 71.6%-7.8pp |
| Annual return | 16.20% | 19.61%-3.4pp | 205.93%-189.7pp | 20.87%-4.7pp |
| Employer contribution / active EE | -$39 | $1,466-102.6% | $5,433-100.7% | $2,310-101.7% |
| Participant deferral / active EE | $3,025 | $2,208+37.0% | $4,939-38.8% | $3,537-14.5% |
| Admin fee / account holder | $128 | $69+85.3% | $13,880-99.1% | $97+31.2% |