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 Service code 27 · EIN 36-4291971 | Advisory (Plan) | $19,200 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,057 |
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 | $60,598 | $52,953+14.4% | $172,739-64.9% | $65,185-7.0% |
| Participation rate | 65.5% | 66.2%-0.7pp | 82.6%-17.2pp | 70.2%-4.7pp |
| Annual return | 20.86% | 30.12%-9.3pp | 802.84%-782.0pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,448 | $2,190+11.8% | $5,143-52.4% | $2,177+12.5% |
| Participant deferral / active EE | $3,142 | $2,471+27.2% | $5,198-39.5% | $3,514-10.6% |
| Admin fee / account holder | $155 | $472-67.2% | $13,954-98.9% | $847-81.7% |