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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,943 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN & BROWN OF S C INC Service code 49 · EIN 59-3710705 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,452 | $65,118-36.3% | $76,768-46.0% | $55,725-25.6% |
| Participation rate | 67.5% | 79.6%-12.1pp | 77.0%-9.4pp | 70.9%-3.3pp |
| Annual return | -6.03% | -1.27%-4.8pp | 2.43%-8.5pp | 244.93%-251.0pp |
| Employer contribution / active EE | $622 | $1,941-68.0% | $2,485-75.0% | $2,078-70.1% |
| Participant deferral / active EE | $2,207 | $3,688-40.2% | $3,852-42.7% | $3,356-34.2% |
| Admin fee / account holder | $26 | $116-77.8% | $6,675-99.6% | $115-77.7% |