Filed May 11, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
PROASSURANCE1 year Service code 27 · EIN 63-1285505 | Advisory (Plan) | $109,510 |
Filed as: MERRILL LYNCH Service code 27 4800 DEER LAKE DRIVE EAST · JACKSONVILLE, FL 32246 | Advisory (Plan) | $76,250 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,545 |
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 | $188,782 | $81,537+131.5% | $149,718+26.1% | $69,631+171.1% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.1%+11.4pp | 70.7%+27.8pp |
| Annual return | 18.63% | 22.79%-4.2pp | 1501.63%-1483.0pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $7,781 | $3,239+140.2% | $5,445+42.9% | $2,032+282.9% |
| Participant deferral / active EE | $6,388 | $4,994+27.9% | $6,569-2.8% | $3,224+98.1% |
| Admin fee / account holder | $23 | $107-78.9% | $11,283-99.8% | $110-79.6% |