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 INC3+ years Filed as: WELCH HORNSBY Service code 27 · EIN 63-0969069 | Advisory (Plan) | $85,027 |
Service code 15 · EIN 04-2647786 | Recordkeeping | -$74,013 |
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 | $67,790 | $44,989+50.7% | $170,435-60.2% | $77,958-13.0% |
| Participation rate | 96.0% | 64.6%+31.4pp | 83.6%+12.4pp | 71.6%+24.3pp |
| Annual return | 17.92% | 19.61%-1.7pp | 205.94%-188.0pp | 20.87%-2.9pp |
| Employer contribution / active EE | $1,521 | $1,466+3.8% | $5,432-72.0% | $2,310-34.2% |
| Participant deferral / active EE | $3,523 | $2,208+59.6% | $4,939-28.7% | $3,537-0.4% |
| Admin fee / account holder | $2 | $69-97.2% | $13,881-100.0% | $97-98.0% |