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 INSURANCE2+ years Filed as: BROWER INVESTMENT ADVISORS LLC Service code 27 · EIN 26-0623681 CHRIS PULOS · DAYTON, OH 45402 | Advisory (Plan) | $20,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,586 | $52,884+20.2% | $84,750-25.0% | $55,167+15.3% |
| Participation rate | 67.8% | 67.5%+0.3pp | 76.6%-8.8pp | 69.0%-1.2pp |
| Annual return | 8.76% | 18.03%-9.3pp | 22.78%-14.0pp | 169.23%-160.5pp |
| Employer contribution / active EE | $325 | $2,233-85.4% | $3,574-90.9% | $1,963-83.4% |
| Participant deferral / active EE | $2,363 | $2,644-10.6% | $3,712-36.3% | $3,054-22.6% |
| Admin fee / account holder | $237 | $581-59.1% | $5,332-95.5% | $504-52.9% |