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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,221 |
WITHUMSMITH+BROWN, PC6+ 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 |
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 | $43,211 | $79,519-45.7% | $95,952-55.0% | $73,409-41.1% |
| Participation rate | 94.7% | 81.2%+13.5pp | 77.1%+17.6pp | 72.2%+22.5pp |
| Annual return | 10.77% | 19.20%-8.4pp | 91.61%-80.8pp | 59.29%-48.5pp |
| Employer contribution / active EE | $650 | $2,048-68.2% | $2,541-74.4% | $2,234-70.9% |
| Participant deferral / active EE | $2,541 | $4,138-38.6% | $4,167-39.0% | $3,805-33.2% |
| Admin fee / account holder | $22 | $184-87.9% | $6,795-99.7% | $158-85.8% |