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 INSURANCE3+ years Filed as: BROWER INVESTMENT ADVISORS LLC Service code 27 · EIN 26-0623681 CHRIS PULOS · DAYTON, OH 45402 | Advisory (Plan) | $21,977 |
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 | $70,998 | $58,726+20.9% | $92,233-23.0% | $62,292+14.0% |
| Participation rate | 72.0% | 68.3%+3.7pp | 76.5%-4.5pp | 69.5%+2.5pp |
| Annual return | 18.39% | 43.62%-25.2pp | 176.28%-157.9pp | 28.90%-10.5pp |
| Employer contribution / active EE | $380 | $2,392-84.1% | $3,679-89.7% | $2,042-81.4% |
| Participant deferral / active EE | $2,623 | $2,766-5.1% | $3,897-32.7% | $3,169-17.2% |
| Admin fee / account holder | $278 | $556-50.1% | $5,194-94.7% | $479-42.1% |