Filed September 24, 2013
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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN & BROWN OF FLORIDA INC Service code 27 17757 US HWY 19 NORTH · CLEARWATER, FL 33764 | Advisory (Plan) | $5,242 |
Filed as: GREAT-WEST LIFE & ANNUITY INC CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,399 | $38,969+57.6% | $109,313-43.8% | $55,167+11.3% |
| Participation rate | 47.7% | 58.2%-10.5pp | 71.3%-23.6pp | 69.0%-21.3pp |
| Annual return | 8.49% | 8.26%+0.2pp | 22.07%-13.6pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,143 | $1,227-6.8% | $3,892-70.6% | $1,963-41.7% |
| Participant deferral / active EE | $2,315 | $2,176+6.4% | $3,166-26.9% | $3,054-24.2% |
| Admin fee / account holder | $25 | $501-95.0% | $5,666-99.6% | $504-95.0% |