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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,134 |
WITHUMSMITH+BROWN, PC5+ 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 |
Employer contribution per participant 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 | $43,429 | $73,404-40.8% | $87,100-50.1% | $67,579-35.7% |
| Participation rate | 70.5% | 80.9%-10.3pp | 76.9%-6.3pp | 71.3%-0.7pp |
| Annual return | 22.02% | 48.29%-26.3pp | 28.19%-6.2pp | 378.56%-356.5pp |
| Employer contribution / active EE | $555 | $2,014-72.4% | $2,521-78.0% | $2,148-74.2% |
| Participant deferral / active EE | $2,008 | $3,913-48.7% | $4,049-50.4% | $3,539-43.3% |
| Admin fee / account holder | $25 | $142-82.0% | $7,497-99.7% | $142-82.1% |