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, PC2 years Filed as: BROWN & BROWN OF FLORIDA INC Service code 27 17757 US HWY 19 NORTH · CLEARWATER, FL 33764 | Advisory (Plan) | $6,514 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES, INC Service code 13 9423 TOWN CENTER PKWY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $1,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,930 | $63,156+4.4% | $122,332-46.1% | $62,292+5.8% |
| Participation rate | 50.5% | 60.0%-9.5pp | 71.6%-21.1pp | 69.5%-19.0pp |
| Annual return | 17.91% | 20.61%-2.7pp | 30.27%-12.4pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,232 | $1,385-11.0% | $4,050-69.6% | $2,042-39.7% |
| Participant deferral / active EE | $2,629 | $2,321+13.3% | $3,287-20.0% | $3,169-17.0% |
| Admin fee / account holder | $27 | $440-94.0% | $5,478-99.5% | $479-94.5% |