Filed October 5, 2006
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 |
|---|---|---|
BROWER INSURANCE1+ years Filed as: BROWER INVESTMENT ADVISORS LLC Service code 27 · EIN 26-0623681 CHRIS PULOS · DAYTON, OH 45402 | Advisory (Plan) | $34,724 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,298 | $50,464+49.2% | $75,781-0.6% | $52,331+43.9% |
| Participation rate | 70.9% | 66.8%+4.1pp | 75.8%-5.0pp | 68.1%+2.8pp |
| Annual return | 0.45% | 1.03%-0.6pp | 9.68%-9.2pp | 4.54%-4.1pp |
| Employer contribution / active EE | $422 | $1,988-78.8% | $3,323-87.3% | $1,882-77.6% |
| Participant deferral / active EE | $3,199 | $2,570+24.4% | $3,651-12.4% | $3,022+5.8% |
| Admin fee / account holder | $400 | $1,103-63.7% | $5,299-92.5% | $592-32.4% |