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.
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 |
|---|---|---|
WELCH HORNSBY & WELCH INC2 years Filed as: WELCH HORNSBY, INC Service code 26 · EIN 63-0959059 | Advisory (Participants) | $75,980 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$136,221 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,321 | $53,565+35.0% | $172,739-58.1% | $82,204-12.0% |
| Participation rate | 96.9% | 69.6%+27.3pp | 82.6%+14.3pp | 73.4%+23.5pp |
| Annual return | 21.96% | 31.42%-9.5pp | 802.84%-780.9pp | 26.31%-4.3pp |
| Employer contribution / active EE | $1,765 | $1,857-4.9% | $5,143-65.7% | $2,707-34.8% |
| Participant deferral / active EE | $4,092 | $3,006+36.1% | $5,198-21.3% | $4,246-3.6% |
| Admin fee / account holder | -$10 | $61-116.9% | $13,954-100.1% | $76-113.7% |