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. DRISCOLL3 years Filed as: KEVIN HAYNES Service code 26 4001 CARMICHAEL ROAD · MONTGOMERY, AL 36106 | Advisory (Participants) | $23,529 |
PENSERV PLAN SERVICES, INC.6+ years Service code 15 · EIN 20-1916735 | Recordkeeping | $7,350 |
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 | $33,140 | $52,670-37.1% | $90,404-63.3% | $73,409-54.9% |
| Participation rate | 77.0% | 67.7%+9.4pp | 72.7%+4.3pp | 72.2%+4.8pp |
| Annual return | 14.44% | 20.70%-6.3pp | 1293.02%-1278.6pp | 59.29%-44.9pp |
| Employer contribution / active EE | $1,153 | $1,872-38.4% | $3,262-64.7% | $2,234-48.4% |
| Participant deferral / active EE | $2,028 | $2,807-27.8% | $3,963-48.8% | $3,805-46.7% |
| Admin fee / account holder | $86 | $117-25.9% | $5,611-98.5% | $158-45.2% |