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. DRISCOLL2 years Filed as: KEVIN HAYNES Service code 26 4001 CARMICHAEL ROAD · MONTGOMERY, AL 36106 | Advisory (Participants) | $20,528 |
PENSERV PLAN SERVICES, INC.5+ years Service code 15 · EIN 20-1916735 | Recordkeeping | $10,133 |
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 | $27,534 | $54,237-49.2% | $90,281-69.5% | $67,579-59.3% |
| Participation rate | 75.0% | 68.6%+6.4pp | 73.3%+1.7pp | 71.3%+3.7pp |
| Annual return | 18.75% | 37.27%-18.5pp | 78.10%-59.3pp | 378.56%-359.8pp |
| Employer contribution / active EE | $1,139 | $1,846-38.3% | $2,854-60.1% | $2,148-46.9% |
| Participant deferral / active EE | $1,952 | $2,625-25.6% | $3,885-49.8% | $3,539-44.8% |
| Admin fee / account holder | $88 | $123-29.0% | $5,351-98.4% | $142-38.4% |