Filed March 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,532 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN & BROWN OF S C INC Service code 49 · EIN 59-3710705 | Other Services | $0 |
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 | $43,316 | $69,305-37.5% | $82,313-47.4% | $69,631-37.8% |
| Participation rate | 73.3% | 80.3%-7.0pp | 76.9%-3.6pp | 70.7%+2.6pp |
| Annual return | 17.55% | 21.47%-3.9pp | 25.88%-8.3pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $589 | $1,887-68.8% | $2,428-75.7% | $2,032-71.0% |
| Participant deferral / active EE | $2,117 | $3,568-40.7% | $3,706-42.9% | $3,224-34.3% |
| Admin fee / account holder | $24 | $97-75.5% | $5,608-99.6% | $110-78.4% |