Filed June 16, 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.
| Provider | Service type | Compensation |
|---|---|---|
WELCH HORNSBY & WELCH INC1+ years Filed as: WELCH HORNSBY Service code 10 · EIN 63-0969069 | Accounting | $77,885 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,576 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,452 | $37,039+49.7% | $147,618-62.4% | $59,188-6.3% |
| Participation rate | 93.6% | 63.8%+29.9pp | 84.6%+9.0pp | 69.4%+24.2pp |
| Annual return | 8.07% | 7.19%+0.9pp | 61.98%-53.9pp | 5.51%+2.6pp |
| Employer contribution / active EE | $1,404 | $1,353+3.8% | $5,564-74.8% | $2,098-33.1% |
| Participant deferral / active EE | $3,188 | $2,094+52.3% | $4,895-34.9% | $3,265-2.3% |
| Admin fee / account holder | -$3 | $60-105.0% | $11,612-100.0% | $92-103.2% |