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, INC Service code 27 · EIN 63-0959059 | Advisory (Plan) | $54,760 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $18,488 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$174,971 |
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 | $79,605 | $63,259+25.8% | $178,510-55.4% | $93,223-14.6% |
| Participation rate | 96.6% | 72.1%+24.5pp | 81.9%+14.7pp | 74.9%+21.7pp |
| Annual return | 15.41% | 19.93%-4.5pp | 151.13%-135.7pp | 19.29%-3.9pp |
| Employer contribution / active EE | $1,671 | $1,865-10.4% | $5,011-66.6% | $2,680-37.6% |
| Participant deferral / active EE | $3,783 | $3,372+12.2% | $5,202-27.3% | $4,563-17.1% |
| Admin fee / account holder | -$17 | $58-128.5% | $13,988-100.1% | $79-120.8% |