Filed June 17, 2002
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 |
|---|---|---|
Filed as: GOSSELIN CONSULTING GROUP Service code 17 · EIN 04-2103616 | Pension Consulting | $8,050 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$19,725 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $70,359 | $70,083+0.4% | $59,878+17.5% | $55,725+26.3% |
| Participation rate | 85.5% | 78.4%+7.2pp | 74.7%+10.8pp | 70.9%+14.7pp |
| Annual return | 11.99% | 3.13%+8.9pp | 3.46%+8.5pp | 244.93%-232.9pp |
| Employer contribution / active EE | $4,269 | $2,878+48.3% | $2,722+56.8% | $2,078+105.4% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | -$14 | $70-119.3% | $3,590-100.4% | $115-111.8% |