Filed April 21, 2011
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 |
|---|---|---|
KEVIN J. DRISCOLL1 year Filed as: KEVIN HAYNES Service code 26 4001 CARMICHAEL ROAD · MONTGOMERY, AL 36106 | Advisory (Participants) | $14,254 |
PENSERV PLAN SERVICES, INC.4+ years Service code 15 · EIN 20-1916735 | Recordkeeping | $9,188 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,448 | $43,999-49.0% | $79,464-71.8% | $55,725-59.7% |
| Participation rate | 75.2% | 66.9%+8.3pp | 73.3%+1.9pp | 70.9%+4.4pp |
| Annual return | -4.24% | 1.81%-6.1pp | 718.14%-722.4pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,089 | $1,830-40.5% | $2,800-61.1% | $2,078-47.6% |
| Participant deferral / active EE | $1,932 | $2,538-23.9% | $3,704-47.8% | $3,356-42.4% |
| Admin fee / account holder | $68 | $118-41.9% | $5,113-98.7% | $115-40.7% |