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 | $369,735 |
WELCH HORNSBY & WELCH INC5 years Filed as: WELCH HORNSBY, INC. Service code 28 PO BOX 4959 · MONTGOMERY, AL 36103 | Investment Management | $45,109 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $25,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,067 | $56,095+5.3% | $178,490-66.9% | $90,288-34.6% |
| Participation rate | 55.3% | 65.6%-10.2pp | 81.9%-26.6pp | 73.4%-18.0pp |
| Annual return | 17.48% | 28.81%-11.3pp | 151.07%-133.6pp | 53.97%-36.5pp |
| Employer contribution / active EE | $1,032 | $1,572-34.4% | $5,011-79.4% | $2,524-59.1% |
| Participant deferral / active EE | $3,265 | $2,669+22.4% | $5,202-37.2% | $4,232-22.8% |
| Admin fee / account holder | $112 | $101+11.2% | $13,984-99.2% | $114-1.8% |