Filed September 4, 2003
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: GALLAGHER BENEFIT SERVICES INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $18,165 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,979 | $47,977-12.5% | $154,107-72.8% | $56,287-25.4% |
| Participation rate | 66.0% | 66.2%-0.1pp | 83.0%-17.0pp | 69.9%-3.8pp |
| Annual return | -4.71% | 3.54%-8.2pp | 735.12%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $987 | $2,169-54.5% | $5,298-81.4% | $2,111-53.2% |
| Participant deferral / active EE | $2,758 | $2,392+15.3% | $5,081-45.7% | $3,350-17.7% |
| Admin fee / account holder | $115 | $438-73.7% | $13,411-99.1% | $521-77.9% |