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 INC2+ years Filed as: WELCH HORNSBY Service code 16 · EIN 63-0969069 | Consulting | $60,968 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$115,559 |
Form 5500 reported that benefits due were not provided when due.
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 | $58,277 | $37,213+56.6% | $156,551-62.8% | $63,975-8.9% |
| Participation rate | 94.7% | 65.0%+29.7pp | 84.0%+10.7pp | 71.1%+23.5pp |
| Annual return | 7.96% | 47.89%-39.9pp | 32.23%-24.3pp | 48.65%-40.7pp |
| Employer contribution / active EE | $1,420 | $1,357+4.6% | $5,501-74.2% | $2,182-34.9% |
| Participant deferral / active EE | $3,253 | $2,070+57.1% | $4,871-33.2% | $3,356-3.1% |
| Admin fee / account holder | -$3 | $56-104.9% | $13,028-100.0% | $70-103.9% |