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 | $481,958 |
WELCH HORNSBY & WELCH INC3 years Filed as: WELCH HORNSBY, INC. Service code 28 PO BOX 4959 · MONTGOMERY, AL 36103 | Investment Management | $63,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,968 | $45,382-9.7% | $154,107-73.4% | $75,289-45.6% |
| Participation rate | 64.0% | 65.9%-1.9pp | 83.0%-19.1pp | 72.4%-8.4pp |
| Annual return | -3.92% | -0.47%-3.5pp | 735.12%-739.0pp | -0.04%-3.9pp |
| Employer contribution / active EE | $2,033 | $1,533+32.7% | $5,298-61.6% | $2,405-15.5% |
| Participant deferral / active EE | $3,095 | $2,384+29.8% | $5,081-39.1% | $3,739-17.2% |
| Admin fee / account holder | $128 | $89+43.2% | $13,411-99.0% | $102+25.1% |